Consolidated Portfolio Review Corp’s DoubleLine Income Solutions Fund DSL Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-89,889	Closed	-$1.1M	–	133
2025 Q3	$1.1M	Sell	89,889 -18,646	-17%	-$229K	0.14%	164
2025 Q2	$1.33M	Sell	108,535 -12,817	-11%	-$154K	0.18%	127
2025 Q1	$1.53M	Buy	121,352 +3,750	+3%	+$47.5K	0.25%	103
2024 Q4	$1.48M	Sell	117,602 -1,149	-1%	-$14.6K	0.23%	109
2024 Q3	$1.54M	Buy	118,751 +48,330	+69%	+$618K	0.34%	72
2024 Q2	$882K	Sell	70,421 -15,455	-18%	-$192K	0.21%	124
2024 Q1	$1.09M	Sell	85,876 -1,244	-1%	-$15.6K	0.29%	93
2023 Q4	$1.07M	Sell	87,120 -1,800	-2%	-$20.7K	0.24%	105
2023 Q3	$1.04M	Sell	88,920 -133,680	-60%	-$1.6M	0.25%	102
2023 Q2	$2.65M	Sell	222,600 -382	-0.2%	-$4.45K	0.63%	37
2023 Q1	$2.54M	Buy	+222,982	New	+$2.66M	0.69%	34

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Consolidated Portfolio Review Corp's DSL Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2025, closing a stake of 89,889 shares — an estimated $1.1M sold.

Consolidated Portfolio Review Corp first reported a position in DSL in Q1 2023 and held it in 11 quarters. The position peaked at $2.65M in Q2 2023. 187 funds tracked by Wall St. Rank hold DSL as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining DoubleLine Income Solutions Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 89,889 DoubleLine Income Solutions Fund shares in Q4 2025, an estimated $1.1M.
Consolidated Portfolio Review Corp first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's DoubleLine Income Solutions Fund position peaked at $2.65M in Q2 2023.
187 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.