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

Financial Management Professionals’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	$20.9K	Buy	1,890 +55	+3%	+$603	﹤0.01%	443
2026 Q1	$19.9K	Buy	1,835 +53	+3%	+$596	﹤0.01%	406
2025 Q4	$20.1K	Buy	1,782 +50	+3%	+$578	﹤0.01%	410
2025 Q3	$21.3K	Buy	1,732 +46	+3%	+$565	﹤0.01%	394
2025 Q2	$20.6K	Buy	1,686 +45	+3%	+$542	﹤0.01%	417
2025 Q1	$20.7K	Buy	1,641 +42	+3%	+$532	﹤0.01%	419
2024 Q4	$20.1K	Buy	1,599 +41	+3%	+$521	﹤0.01%	406
2024 Q3	$20K	Buy	1,558 +39	+3%	+$498	﹤0.01%	422
2024 Q2	$19K	Buy	1,519 +39	+3%	+$485	﹤0.01%	394
2024 Q1	$19K	Buy	1,480 +51	+4%	+$641	﹤0.01%	422
2023 Q4	$17K	Buy	1,429 +40	+3%	+$460	﹤0.01%	431
2023 Q3	$16K	Buy	1,389 +37	+3%	+$443	﹤0.01%	409
2023 Q2	$16K	Buy	1,352 +38	+3%	+$443	﹤0.01%	450
2023 Q1	$15K	Buy	1,314 +36	+3%	+$429	﹤0.01%	481
2022 Q4	$14K	Buy	1,278 +36	+3%	+$409	﹤0.01%	436
2022 Q3	$13K	Buy	1,242 +32	+3%	+$393	﹤0.01%	425
2022 Q2	$15K	Buy	1,210 +28	+2%	+$370	﹤0.01%	403
2022 Q1	$17K	Buy	1,182 +17	+1%	+$256	﹤0.01%	389
2021 Q4	$19K	Buy	1,165 +30	+3%	+$513	﹤0.01%	344
2021 Q3	$20K	Buy	+1,135	New	+$20.3K	﹤0.01%	327

Other funds holding DSL

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Financial Management Professionals's DSL Position: Q2 2026 in Review

Financial Management Professionals increased its DoubleLine Income Solutions Fund (DSL) stake by 3% in Q2 2026, buying an estimated $603 and bringing the position to 1,890 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Financial Management Professionals first reported a position in DSL in Q3 2021 and has held it in 20 quarters since. The position peaked at $21.3K in Q3 2025. 23 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Financial Management Professionals held 1,890 shares of DoubleLine Income Solutions Fund worth $20.9K as of Q2 2026.
Financial Management Professionals bought 55 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $603.
DoubleLine Income Solutions Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #443 holding.
Financial Management Professionals first reported a position in DoubleLine Income Solutions Fund in Q3 2021 and has held it in 20 quarters since.
Financial Management Professionals's DoubleLine Income Solutions Fund position peaked at $21.3K in Q3 2025.
23 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.