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 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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Future Financial Wealth Management's DSL Position: Q1 2026 in Review

Future Financial Wealth Management held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 18,000 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #120.

Future Financial Wealth Management first reported a position in DSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $731K in Q1 2021. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Future Financial Wealth Management held 18,000 shares of DoubleLine Income Solutions Fund worth $200K as of Q1 2026.
Future Financial Wealth Management left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up 0.13% of Future Financial Wealth Management's portfolio in Q1 2026, its #120 holding.
Future Financial Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 22 quarters since.
Future Financial Wealth Management's DoubleLine Income Solutions Fund position peaked at $731K in Q1 2021.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.