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

Future Financial Wealth 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
2026 Q3	$200K	Buy	20,000 +2,000	+11%	+$21.2K	0.12%	117
2026 Q2	$191K	Hold	18,000	–	–	0.12%	125
2026 Q1	$200K	Hold	18,000	–	–	0.13%	120
2025 Q4	$203K	Buy	18,000 +1,150	+7%	+$13.3K	0.14%	118
2025 Q3	$207K	Hold	16,850	–	–	0.13%	116
2025 Q2	$206K	Hold	16,850	–	–	0.14%	109
2025 Q1	$212K	Hold	16,850	–	–	0.16%	106
2024 Q4	$212K	Hold	16,850	–	–	0.15%	105
2024 Q3	$219K	Hold	16,850	–	–	0.16%	110
2024 Q2	$211K	Buy	16,850 +200	+1%	+$2.49K	0.19%	105
2024 Q1	$211K	Hold	16,650	–	–	0.16%	106
2023 Q4	$204K	Sell	16,650 -1,000	-6%	-$11.5K	0.2%	99
2023 Q3	$207K	Sell	17,650 -1,000	-5%	-$12K	0.23%	96
2023 Q2	$222K	Buy	18,650 +5,000	+37%	+$58.3K	0.23%	98
2023 Q1	$155K	Sell	13,650 -1,000	-7%	-$11.9K	0.17%	103
2022 Q4	$162K	Sell	14,650 -16,600	-53%	-$188K	0.19%	107
2022 Q3	$379K	Hold	31,250	–	–	0.44%	68
2022 Q2	$454K	Hold	31,250	–	–	0.44%	69
2022 Q1	$454K	Hold	31,250	–	–	0.38%	69
2021 Q4	$508K	Sell	31,250 -9,000	-22%	-$154K	0.41%	62
2021 Q3	$728K	Hold	40,250	–	–	0.75%	49
2021 Q2	$728K	Hold	40,250	–	–	0.75%	49
2021 Q1	$731K	Sell	40,250 -1,000	-2%	-$17.3K	0.84%	37
2020 Q4	$684K	Buy	+41,250	New	+$670K	0.79%	36

Other funds holding DSL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Intellectus Partners San Francisco, California $602M AUM 39.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Future Financial Wealth Management's DSL Position: Q3 2026 in Review

Future Financial Wealth Management increased its DoubleLine Income Solutions Fund (DSL) stake by 11% in Q3 2026, buying an estimated $21.2K and bringing the position to 20,000 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #117.

Future Financial Wealth Management first reported a position in DSL in Q4 2020 and has held it in 24 quarters since. The position peaked at $731K in Q1 2021. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

Future Financial Wealth Management held 20,000 shares of DoubleLine Income Solutions Fund worth $200K as of Q3 2026.
Future Financial Wealth Management bought 2,000 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $21.2K.
DoubleLine Income Solutions Fund made up 0.12% of Future Financial Wealth Management's portfolio in Q3 2026, its #117 holding.
Future Financial Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 24 quarters since.
Future Financial Wealth Management's DoubleLine Income Solutions Fund position peaked at $731K in Q1 2021.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.