Avantax Advisory Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Avantax Advisory Services’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$170K	Sell	13,901 -5,812	-29%	-$70K	﹤0.01%	2235
2025 Q1	$249K	Sell	19,713 -15,420	-44%	-$195K	﹤0.01%	1958
2024 Q4	$442K	Buy	35,133 +14,849	+73%	+$189K	﹤0.01%	1530
2024 Q3	$263K	Buy	20,284 +8,333	+70%	+$106K	﹤0.01%	1849
2024 Q2	$150K	Buy	+11,951	New	+$149K	﹤0.01%	1985
2024 Q1	–	Sell	-16,256	Closed	-$199K	–	1675
2023 Q4	$199K	Buy	16,256 +4,608	+40%	+$53K	﹤0.01%	1479
2023 Q3	$137K	Buy	+11,648	New	+$139K	﹤0.01%	1472
2020 Q4	–	Sell	-18,515	Closed	-$297K	–	1035
2020 Q3	$297K	Buy	+18,515	New	+$296K	﹤0.01%	1022
2020 Q1	–	Sell	-10,468	Closed	-$207K	–	824
2019 Q4	$207K	Buy	+10,468	New	+$208K	﹤0.01%	771

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avantax Advisory Services's DSL Position: Q2 2025 in Review

Avantax Advisory Services reduced its DoubleLine Income Solutions Fund (DSL) stake by 29% in Q2 2025, selling an estimated $70K and leaving 13,901 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Avantax Advisory Services first reported a position in DSL in Q4 2019 and has held it in 9 quarters since. The position peaked at $442K in Q4 2024. 186 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

Avantax Advisory Services held 13,901 shares of DoubleLine Income Solutions Fund worth $170K as of Q2 2025.
Avantax Advisory Services sold 5,812 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $70K.
DoubleLine Income Solutions Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2235 holding.
Avantax Advisory Services first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and has held it in 9 quarters since.
Avantax Advisory Services's DoubleLine Income Solutions Fund position peaked at $442K in Q4 2024.
186 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.