Connecticut Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Connecticut Wealth Management’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	$112K	Buy	+10,105	New	+$111K	﹤0.01%	339
2021 Q2	–	Sell	-13,038	Closed	-$237K	–	200
2021 Q1	$237K	Buy	13,038 +12	+0.1%	+$208	0.02%	150
2020 Q4	$216K	Buy	+13,026	New	+$212K	0.02%	176

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

Connecticut Wealth Management's DSL Position: Q2 2026 in Review

Connecticut Wealth Management opened a new position in DoubleLine Income Solutions Fund (DSL) in Q2 2026: 10,105 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in DSL as recently as Q1 2021.

Connecticut Wealth Management first reported a position in DSL in Q4 2020 and has held it in 3 quarters since. The position peaked at $237K in Q1 2021. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Connecticut Wealth Management held 10,105 shares of DoubleLine Income Solutions Fund worth $112K as of Q2 2026.
DoubleLine Income Solutions Fund was a new Connecticut Wealth Management position in Q2 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #339 holding.
Connecticut Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 3 quarters since.
Connecticut Wealth Management's DoubleLine Income Solutions Fund position peaked at $237K in Q1 2021.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.