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 Q3	$160K	Hold	16,000	–	–	﹤0.01%	732
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Avidian Wealth Enterprises's DSL Position: Q3 2026 in Review

Avidian Wealth Enterprises held its DoubleLine Income Solutions Fund (DSL) position steady in Q3 2026 at 16,000 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Avidian Wealth Enterprises first reported a position in DSL in Q1 2023 and has held it in 15 quarters since. The position peaked at $208K in Q3 2024. 97 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

Avidian Wealth Enterprises held 16,000 shares of DoubleLine Income Solutions Fund worth $160K as of Q3 2026.
Avidian Wealth Enterprises left its DoubleLine Income Solutions Fund share count unchanged in Q3 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #732 holding.
Avidian Wealth Enterprises first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and has held it in 15 quarters since.
Avidian Wealth Enterprises's DoubleLine Income Solutions Fund position peaked at $208K in Q3 2024.
97 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.