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 Q2	–	Sell	-20,000	Closed	-$217K	–	133
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

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

Blueprint Financial Advisors's DSL Position: Q2 2026 in Review

Blueprint Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2026, closing a stake of 20,000 shares — an estimated $217K sold.

Blueprint Financial Advisors first reported a position in DSL in Q3 2025 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Blueprint Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q2 2026 after selling out during the quarter.
Blueprint Financial Advisors sold 20,000 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $217K.
Blueprint Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2025 and held it in 3 quarters.
Blueprint Financial Advisors's DoubleLine Income Solutions Fund position peaked at $246K in Q3 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.