Carson Wealth (CWM LLC)
DSL

Carson Wealth (CWM LLC)’s DoubleLine Income Solutions Fund DSL Stock Holding History

Carson Wealth (CWM LLC)’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 		$54.2K Sell
5,008
-1,273
-20% -$14.3K ﹤0.01% 3764
2025
Q4 		$71K Buy
6,281
+157
+3% +$1.81K ﹤0.01% 3337
2025
Q3 		$75K Buy
6,124
+633
+12% +$7.77K ﹤0.01% 3199
2025
Q2 		$67K Buy
5,491
+361
+7% +$4.35K ﹤0.01% 3039
2025
Q1 		$65K Buy
5,130
+1,176
+30% +$14.9K ﹤0.01% 2751
2024
Q4 		$50K Buy
3,954
+468
+13% +$5.95K ﹤0.01% 2800
2024
Q3 		$45K Buy
3,486
+76
+2% +$971 ﹤0.01% 2764
2024
Q2 		$43K Buy
3,410
+76
+2% +$946 ﹤0.01% 2577
2024
Q1 		$42K Buy
3,334
+110
+3% +$1.38K ﹤0.01% 2412
2023
Q4 		$39K Buy
3,224
+91
+3% +$1.05K ﹤0.01% 2325
2023
Q3 		$37K Sell
3,133
-444
-12% -$5.31K ﹤0.01% 2264
2023
Q2 		$43K Buy
3,577
+775
+28% +$9.03K ﹤0.01% 2087
2023
Q1 		$32K Buy
2,802
+75
+3% +$895 ﹤0.01% 2180
2022
Q4 		$30K Sell
2,727
-838
-24% -$9.52K ﹤0.01% 2075
2022
Q3 		$38K Buy
3,565
+680
+24% +$8.35K ﹤0.01% 1796
2022
Q2 		$35K Buy
2,885
+72
+3% +$950 ﹤0.01% 1794
2022
Q1 		$41K Buy
2,813
+53
+2% +$799 ﹤0.01% 1690
2021
Q4 		$44K Buy
+2,760
New +$47.2K ﹤0.01% 1621
2021
Q2 		$50K Hold
2,791
– – ﹤0.01% 1397
2021
Q1 		$50K Hold
2,791
– – ﹤0.01% 1397
2020
Q4 		$50K Hold
2,791
– – ﹤0.01% 1397
2020
Q3 		$50K Hold
2,791
– – ﹤0.01% 1397
2020
Q2 		$50K Hold
2,791
– – ﹤0.01% 1397
2020
Q1 		$50K Hold
2,791
– – ﹤0.01% 1397
2019
Q4 		$50K Hold
2,791
– – ﹤0.01% 1397
2019
Q3 		$50K Hold
2,791
– – ﹤0.01% 1397
2019
Q2 		$50K Hold
2,791
– – ﹤0.01% 1397
2019
Q1 		$50K Sell
2,791
-18,848
-87% -$365K ﹤0.01% 1397
2018
Q4 		$375K Buy
+21,639
New +$402K 0.01% 489

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its DoubleLine Income Solutions Fund (DSL) stake by 20% in Q1 2026, selling an estimated $14.3K and leaving 5,008 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

Carson Wealth (CWM LLC) first reported a position in DSL in Q4 2018 and has held it in 29 quarters since. The position peaked at $375K in Q4 2018. 176 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,008 shares of DoubleLine Income Solutions Fund worth $54.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,273 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $14.3K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3764 holding.
  • Carson Wealth (CWM LLC) first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s DoubleLine Income Solutions Fund position peaked at $375K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.