Cura Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Cura Wealth Advisors’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	$190K	Hold	17,165	–	–	0.08%	132
2026 Q1	$186K	Hold	17,165	–	–	0.08%	118
2025 Q4	$193K	Hold	17,165	–	–	0.07%	135
2025 Q3	$211K	Sell	17,165 -4,745	-22%	-$58.2K	0.08%	117
2025 Q2	$268K	Hold	21,910	–	–	0.11%	83
2025 Q1	$276K	Hold	21,910	–	–	0.11%	78
2024 Q4	$275K	Buy	+21,910	New	+$279K	0.12%	74

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

Cura Wealth Advisors's DSL Position: Q2 2026 in Review

Cura Wealth Advisors held its DoubleLine Income Solutions Fund (DSL) position steady in Q2 2026 at 17,165 shares worth $190K. The position accounts for 0.08% of the portfolio, ranked #132.

Cura Wealth Advisors first reported a position in DSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Cura Wealth Advisors held 17,165 shares of DoubleLine Income Solutions Fund worth $190K as of Q2 2026.
Cura Wealth Advisors left its DoubleLine Income Solutions Fund share count unchanged in Q2 2026.
DoubleLine Income Solutions Fund made up 0.08% of Cura Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Cura Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $276K in Q1 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.