EPG
DSL

Estate Planners Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-456
Closed -$5.13K – 157
2025
Q4 		$5.13K Buy
+456
New +$5.27K ﹤0.01% 338

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Estate Planners Group's DSL Position: Q1 2026 in Review

Estate Planners Group sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 456 shares — an estimated $5.13K sold.

Estate Planners Group first reported a position in DSL in Q4 2025 and held it in 1 quarter. The position peaked at $5.13K in Q4 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Estate Planners Group reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 456 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $5.13K.
  • Estate Planners Group first reported a position in DoubleLine Income Solutions Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's DoubleLine Income Solutions Fund position peaked at $5.13K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.