FAIM
DSL

Financial Advocates Investment Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-17,852
Closed -$225K – 660
2025
Q1 		$225K Sell
17,852
-200
-1% -$2.53K 0.02% 650
2024
Q4 		$227K Sell
18,052
-129
-0.7% -$1.64K 0.01% 672
2024
Q3 		$236K Sell
18,181
-2,192
-11% -$28K 0.01% 674
2024
Q2 		$255K Hold
20,373
– – 0.02% 617
2024
Q1 		$259K Sell
20,373
-372
-2% -$4.67K 0.02% 646
2023
Q4 		$254K Buy
20,745
+1,240
+6% +$14.3K 0.02% 618
2023
Q3 		$229K Hold
19,505
– – 0.02% 612
2023
Q2 		$232K Hold
19,505
– – 0.02% 598
2023
Q1 		$222K Hold
19,505
– – 0.02% 653
2022
Q4 		$216K Hold
19,505
– – 0.02% 666
2022
Q3 		$211K Buy
19,505
+2,227
+13% +$27.3K 0.02% 665
2022
Q2 		$210K Hold
17,278
– – 0.02% 610
2022
Q1 		$251K Hold
17,278
– – 0.02% 625
2021
Q4 		$279K Sell
17,278
-1,200
-6% -$20.5K 0.02% 651
2021
Q3 		$328K Hold
18,478
– – 0.02% 590
2021
Q2 		$334K Buy
18,478
+380
+2% +$6.89K 0.02% 583
2021
Q1 		$329K Buy
18,098
+1,964
+12% +$34K 0.02% 579
2020
Q4 		$268K Hold
16,134
– – 0.02% 595
2020
Q3 		$258K Sell
16,134
-442
-3% -$7.08K 0.02% 511
2020
Q2 		$255K Buy
16,576
+372
+2% +$5.15K 0.02% 503
2020
Q1 		$216K Buy
16,204
+6,200
+62% +$114K 0.03% 424
2019
Q4 		$198K Buy
+10,004
New +$199K 0.02% 489
2019
Q1 		– Sell
-30,406
Closed -$527K – 460
2018
Q4 		$527K Buy
30,406
+51
+0.2% +$948 0.07% 239
2018
Q3 		$614K Buy
30,355
+3,112
+11% +$63K 0.07% 252
2018
Q2 		$546K Buy
27,243
+3,298
+14% +$66.6K 0.07% 257
2018
Q1 		$481K Buy
23,945
+1,548
+7% +$31.1K 0.06% 259
2017
Q4 		$452K Buy
+22,397
New +$461K 0.06% 268

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's DSL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2025, closing a stake of 17,852 shares — an estimated $225K sold.

Financial Advocates Investment Management first reported a position in DSL in Q4 2017 and held it in 27 quarters. The position peaked at $614K in Q3 2018. 187 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,852 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $225K.
  • Financial Advocates Investment Management first reported a position in DoubleLine Income Solutions Fund in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's DoubleLine Income Solutions Fund position peaked at $614K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.