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 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 $785M AUM 15.71% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Avidian Wealth Enterprises's DSL Position: Q1 2026 in Review

Avidian Wealth Enterprises held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 16,000 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #654.

Avidian Wealth Enterprises first reported a position in DSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $208K in Q3 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Avidian Wealth Enterprises held 16,000 shares of DoubleLine Income Solutions Fund worth $173K as of Q1 2026.
Avidian Wealth Enterprises left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #654 holding.
Avidian Wealth Enterprises first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and has held it in 13 quarters since.
Avidian Wealth Enterprises's DoubleLine Income Solutions Fund position peaked at $208K in Q3 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.