BRWA
DSL

B. Riley Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-58,941
Closed -$743K – 1122
2025
Q1 		$743K Buy
58,941
+11,987
+26% +$152K 0.02% 600
2024
Q4 		$590K Buy
46,954
+25,283
+117% +$321K 0.02% 635
2024
Q3 		$281K Sell
21,671
-24,868
-53% -$318K 0.01% 986
2024
Q2 		$583K Buy
46,539
+19,914
+75% +$248K 0.01% 744
2024
Q1 		$312K Sell
26,625
-13,286
-33% -$167K 0.01% 1019
2023
Q4 		$489K Buy
39,911
+13,286
+50% +$153K 0.01% 824
2023
Q3 		$312K Buy
26,625
+1,914
+8% +$22.9K 0.01% 1019
2023
Q2 		$294K Sell
24,711
-26,286
-52% -$306K 0.01% 1132
2023
Q1 		$580K Buy
50,997
+21,176
+71% +$253K 0.02% 743
2022
Q4 		$331K Buy
29,821
+8,059
+37% +$91.5K 0.01% 993
2022
Q3 		$236K Sell
21,762
-7,330
-25% -$90K 0.01% 1147
2022
Q2 		$353K Buy
29,092
+833
+3% +$11K 0.01% 800
2022
Q1 		$411K Sell
28,259
-172
-0.6% -$2.59K 0.01% 856
2021
Q4 		$459K Sell
28,431
-1,303
-4% -$22.3K 0.01% 859
2021
Q3 		$529K Buy
29,734
+1,961
+7% +$35.1K 0.02% 750
2021
Q2 		$503K Buy
27,773
+794
+3% +$14.4K 0.02% 771
2021
Q1 		$490K Sell
26,979
-1,167
-4% -$20.2K 0.02% 740
2020
Q4 		$467K Sell
28,146
-10
-0% -$162 0.03% 556
2020
Q3 		$452K Buy
28,156
+106
+0.4% +$1.7K 0.02% 569
2020
Q2 		$432K Buy
28,050
+7,042
+34% +$97.6K 0.03% 505
2020
Q1 		$281K Sell
21,008
-431
-2% -$7.92K 0.02% 561
2019
Q4 		$424K Buy
21,439
+1,019
+5% +$20.2K 0.04% 489
2019
Q3 		$407K Buy
20,420
+115
+0.6% +$2.3K 0.04% 472
2019
Q2 		$406K Buy
20,305
+784
+4% +$15.8K 0.04% 452
2019
Q1 		$387K Buy
19,521
+912
+5% +$17.7K 0.05% 410
2018
Q4 		$323K Buy
18,609
+3,105
+20% +$57.7K 0.05% 413
2018
Q3 		$313K Buy
15,504
+920
+6% +$18.6K 0.04% 483
2018
Q2 		$292K Sell
14,584
-4,700
-24% -$94.9K 0.04% 473
2018
Q1 		$387K Buy
19,284
+2,406
+14% +$48.4K 0.05% 379
2017
Q4 		$341K Sell
16,878
-17,009
-50% -$350K 0.05% 405
2017
Q3 		$721K Buy
33,887
+1,086
+3% +$22.7K 0.12% 189
2017
Q2 		$678K Buy
32,801
+384
+1% +$7.91K 0.12% 202
2017
Q1 		$651K Buy
32,417
+9,702
+43% +$192K 0.13% 197
2016
Q4 		$432K Buy
+22,715
New +$422K 0.09% 260
2015
Q2 		– Sell
-11,346
Closed -$225K – 555
2015
Q1 		$225K Buy
11,346
+7,082
+166% +$142K 0.05% 434
2014
Q4 		$85K Buy
+4,264
New +$88.9K ﹤0.01% 1816
2014
Q3 		– Sell
-22,764
Closed -$256K – 945
2014
Q2 		$256K Buy
+22,764
New +$503K 0.06% 369
2013
Q4 		– Sell
-3,120
Closed -$68K – 686
2013
Q3 		$68K Sell
3,120
-12,305
-80% -$264K 0.02% 610
2013
Q2 		$358K Buy
+15,425
New +$376K 0.12% 194

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

B. Riley Wealth Advisors's DSL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2025, closing a stake of 58,941 shares — an estimated $743K sold.

B. Riley Wealth Advisors first reported a position in DSL in Q2 2013 and held it in 39 quarters. The position peaked at $743K in Q1 2025. 187 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 58,941 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $743K.
  • B. Riley Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2013 and held it in 39 quarters.
  • B. Riley Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $743K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.