Calton & Associates’s DoubleLine Income Solutions Fund DSL Stock Holding History

Calton & Associates’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	$328K	Buy	30,274 +1,392	+5%	+$15.7K	0.05%	304
2025 Q4	$325K	Sell	28,882 -1,483	-5%	-$17.1K	0.05%	303
2025 Q3	$373K	Buy	30,365 +2,200	+8%	+$27K	0.06%	281
2025 Q2	$345K	Buy	28,165 +7,426	+36%	+$89.4K	0.06%	262
2025 Q1	$383K	Buy	+20,739	New	+$263K	0.09%	209
2024 Q4	–	Sell	-26,698	Closed	-$347K	–	215
2024 Q3	$347K	Buy	+26,698	New	+$341K	0.13%	154
2018 Q1	–	Sell	-2,440	Closed	-$50K	–	564
2017 Q4	$50K	Buy	+2,440	New	+$50.2K	0.01%	683

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

Calton & Associates's DSL Position: Q1 2026 in Review

Calton & Associates increased its DoubleLine Income Solutions Fund (DSL) stake by 4.8% in Q1 2026, buying an estimated $15.7K and bringing the position to 30,274 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #304.

Calton & Associates first reported a position in DSL in Q4 2017 and has held it in 7 quarters since. The position peaked at $383K in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Calton & Associates held 30,274 shares of DoubleLine Income Solutions Fund worth $328K as of Q1 2026.
Calton & Associates bought 1,392 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $15.7K.
DoubleLine Income Solutions Fund made up 0.05% of Calton & Associates's portfolio in Q1 2026, its #304 holding.
Calton & Associates first reported a position in DoubleLine Income Solutions Fund in Q4 2017 and has held it in 7 quarters since.
Calton & Associates's DoubleLine Income Solutions Fund position peaked at $383K in Q1 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.