CAS
DSL

Coppell Advisory Solutions’s DoubleLine Income Solutions Fund DSL Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-93
Closed -$1.16K – 736
2024
Q4 		$1.16K Hold
93
– – ﹤0.01% 1632
2024
Q3 		$1.21K Buy
+93
New +$1.19K ﹤0.01% 1544

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's DSL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 93 shares — an estimated $1.16K sold.

Coppell Advisory Solutions first reported a position in DSL in Q3 2024 and held it in 2 quarters. The position peaked at $1.21K in Q3 2024. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 93 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $1.16K.
  • Coppell Advisory Solutions first reported a position in DoubleLine Income Solutions Fund in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's DoubleLine Income Solutions Fund position peaked at $1.21K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.