CX Institutional’s DoubleLine Income Solutions Fund DSL Stock Holding History

CX Institutional’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	-5,146	Closed	-$63K	–	1537
2025 Q3	$63K	Buy	+5,146	New	+$63.2K	﹤0.01%	902
2022 Q3	–	Sell	-4,000	Closed	-$49K	–	636
2022 Q2	$49K	Buy	+4,000	New	+$52.8K	﹤0.01%	677
2021 Q4	–	Sell	-4,000	Closed	-$71K	–	477
2021 Q3	$71K	Buy	4,000 +936	+31%	+$16.8K	0.01%	512
2021 Q2	$55K	Buy	+3,064	New	+$55.6K	﹤0.01%	551

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CX Institutional's DSL Position: Q4 2025 in Review

CX Institutional sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2025, closing a stake of 5,146 shares — an estimated $63K sold.

CX Institutional first reported a position in DSL in Q2 2021 and held it in 4 quarters. The position peaked at $71K in Q3 2021. 187 funds tracked by Wall St. Rank hold DSL as of Q4 2025.

CX Institutional reported no remaining DoubleLine Income Solutions Fund position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 5,146 DoubleLine Income Solutions Fund shares in Q4 2025, an estimated $63K.
CX Institutional first reported a position in DoubleLine Income Solutions Fund in Q2 2021 and held it in 4 quarters.
CX Institutional's DoubleLine Income Solutions Fund position peaked at $71K in Q3 2021.
187 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.