Avidian Wealth Enterprises’s DoubleLine Income Solutions Fund DSL Stock Holding History

Avidian Wealth Enterprises’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
2026 Q2	$177K	Hold	16,000	–	–	﹤0.01%	712
2026 Q1	$173K	Hold	16,000	–	–	0.01%	654
2025 Q4	$180K	Hold	16,000	–	–	0.01%	567
2025 Q3	$196K	Hold	16,000	–	–	0.01%	564
2025 Q2	$196K	Hold	16,000	–	–	0.01%	535
2025 Q1	$202K	Hold	16,000	–	–	0.01%	502
2024 Q4	$201K	Hold	16,000	–	–	0.01%	489
2024 Q3	$208K	Hold	16,000	–	–	0.01%	473
2024 Q2	$200K	Hold	16,000	–	–	0.01%	480
2024 Q1	$203K	Hold	16,000	–	–	0.01%	422
2023 Q4	$196K	Hold	16,000	–	–	0.01%	407
2023 Q3	$188K	Hold	16,000	–	–	0.01%	386
2023 Q2	$191K	Hold	16,000	–	–	0.01%	399
2023 Q1	$182K	Buy	+16,000	New	+$191K	0.01%	456

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avidian Wealth Enterprises's DSL Position: Q2 2026 in Review

Avidian Wealth Enterprises held its DoubleLine Income Solutions Fund (DSL) position steady in Q2 2026 at 16,000 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Avidian Wealth Enterprises first reported a position in DSL in Q1 2023 and has held it in 14 quarters since. The position peaked at $208K in Q3 2024. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Avidian Wealth Enterprises held 16,000 shares of DoubleLine Income Solutions Fund worth $177K as of Q2 2026.
Avidian Wealth Enterprises left its DoubleLine Income Solutions Fund share count unchanged in Q2 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #712 holding.
Avidian Wealth Enterprises first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's DoubleLine Income Solutions Fund position peaked at $208K in Q3 2024.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.