EW
DSL

Evoke Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

Evoke Wealth’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 		– Sell
-53,724
Closed -$582K – 176
2026
Q1 		$582K Sell
53,724
-3,000
-5% -$33.8K 0.01% 378
2025
Q4 		$639K Sell
56,724
-78,672
-58% -$909K 0.01% 341
2025
Q3 		$1.66M Sell
135,396
-62,040
-31% -$761K 0.03% 194
2025
Q2 		$2.42M Hold
197,436
– – 0.06% 132
2025
Q1 		$2.49M Sell
197,436
-390
-0.2% -$4.94K 0.07% 118
2024
Q4 		$2.49M Sell
197,826
-3,736
-2% -$47.5K 0.07% 113
2024
Q3 		$2.62M Buy
201,562
+178,062
+758% +$2.28M 0.07% 105
2024
Q2 		$294K Sell
23,500
-178,685
-88% -$2.22M 0.35% 58
2024
Q1 		$2.57M Buy
202,185
+178,685
+760% +$2.24M 0.08% 95
2023
Q4 		$288K Sell
23,500
-187,312
-89% -$2.16M 0.47% 51
2023
Q3 		$2.47M Sell
210,812
-1,440
-0.7% -$17.2K 0.09% 103
2023
Q2 		$2.53M Buy
212,252
+216
+0.1% +$2.52K 0.09% 101
2023
Q1 		$2.41M Buy
212,036
+1,810
+0.9% +$21.6K 0.09% 103
2022
Q4 		$2.33M Sell
210,226
-9,056
-4% -$103K 0.08% 106
2022
Q3 		$2.37M Buy
219,282
+2,331
+1% +$28.6K 0.1% 93
2022
Q2 		$2.63M Buy
216,951
+47,456
+28% +$626K 0.1% 96
2022
Q1 		$2.46M Buy
169,495
+5,333
+3% +$80.4K 0.08% 105
2021
Q4 		$2.65M Sell
164,162
-10,520
-6% -$180K 0.08% 107
2021
Q3 		$3.1M Buy
174,682
+5,972
+4% +$107K 0.12% 96
2021
Q2 		$3.05M Buy
168,710
+32,425
+24% +$588K 0.12% 98
2021
Q1 		$2.48M Sell
136,285
-33,662
-20% -$583K 0.11% 101
2020
Q4 		$2.82M Buy
169,947
+12,915
+8% +$210K 0.19% 36
2020
Q3 		$2.52M Buy
157,032
+70,621
+82% +$1.13M 0.2% 42
2020
Q2 		$1.33M Sell
86,411
-324,216
-79% -$4.49M 0.13% 48
2020
Q1 		$5.48M Sell
410,627
-244,924
-37% -$4.5M 0.78% 21
2019
Q4 		$13M Buy
655,551
+25,601
+4% +$508K 1.65% 12
2019
Q3 		$12.5M Buy
+629,950
New +$12.6M 1.54% 14

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evoke Wealth's DSL Position: Q2 2026 in Review

Evoke Wealth sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2026, closing a stake of 53,724 shares — an estimated $582K sold.

Evoke Wealth first reported a position in DSL in Q3 2019 and held it in 27 quarters. The position peaked at $13M in Q4 2019. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Evoke Wealth reported no remaining DoubleLine Income Solutions Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 53,724 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $582K.
  • Evoke Wealth first reported a position in DoubleLine Income Solutions Fund in Q3 2019 and held it in 27 quarters.
  • Evoke Wealth's DoubleLine Income Solutions Fund position peaked at $13M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.