BFA
DSL

Blueprint Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Blueprint Financial 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
2026
Q1 		$217K Hold
20,000
– – 0.03% 99
2025
Q4 		$225K Hold
20,000
– – 0.03% 96
2025
Q3 		$246K Buy
+20,000
New +$245K 0.05% 98

Other funds holding DSL

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McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blueprint Financial Advisors's DSL Position: Q1 2026 in Review

Blueprint Financial Advisors held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 20,000 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #99.

Blueprint Financial Advisors first reported a position in DSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $246K in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Blueprint Financial Advisors held 20,000 shares of DoubleLine Income Solutions Fund worth $217K as of Q1 2026.
  • Blueprint Financial Advisors left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
  • DoubleLine Income Solutions Fund made up 0.03% of Blueprint Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Blueprint Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2025 and has held it in 3 quarters since.
  • Blueprint Financial Advisors's DoubleLine Income Solutions Fund position peaked at $246K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.