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
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 $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

Evoke Wealth's DSL Position: Q1 2026 in Review

Evoke Wealth reduced its DoubleLine Income Solutions Fund (DSL) stake by 5.3% in Q1 2026, selling an estimated $33.8K and leaving 53,724 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #378.

Evoke Wealth first reported a position in DSL in Q3 2019 and has held it in 27 quarters since. The position peaked at $13M in Q4 2019. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Evoke Wealth held 53,724 shares of DoubleLine Income Solutions Fund worth $582K as of Q1 2026.
  • Evoke Wealth sold 3,000 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $33.8K.
  • DoubleLine Income Solutions Fund made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #378 holding.
  • Evoke Wealth first reported a position in DoubleLine Income Solutions Fund in Q3 2019 and has held it in 27 quarters since.
  • Evoke Wealth's DoubleLine Income Solutions Fund position peaked at $13M in Q4 2019.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.