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Independent Financial Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Independent Financial Group’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 		$3.13M Sell
312,944
-39,398
-11% -$417K 0.06% 332
2026
Q2 		$3.9M Sell
352,342
-14,459
-4% -$158K 0.07% 263
2026
Q1 		$3.97M Sell
366,801
-6,633
-2% -$74.6K 0.09% 218
2025
Q4 		$4.21M Buy
373,434
+535
+0.1% +$6.18K 0.09% 201
2025
Q3 		$4.58M Buy
372,899
+3,916
+1% +$48.1K 0.11% 172
2025
Q2 		$4.52M Buy
368,983
+24,028
+7% +$289K 0.12% 158
2025
Q1 		$4.35M Buy
344,955
+28,942
+9% +$367K 0.15% 136
2024
Q4 		$3.97M Buy
316,013
+46,713
+17% +$594K 0.13% 142
2024
Q3 		$3.5M Buy
269,300
+7,690
+3% +$98.3K 0.13% 151
2024
Q2 		$3.28M Buy
261,610
+1,631
+0.6% +$20.3K 0.13% 147
2024
Q1 		$3.3M Buy
259,979
+14,291
+6% +$180K 0.15% 131
2023
Q4 		$3.01M Buy
245,688
+10,298
+4% +$118K 0.16% 136
2023
Q3 		$2.76M Sell
235,390
-15,528
-6% -$186K 0.18% 118
2023
Q2 		$2.99M Sell
250,918
-5,118
-2% -$59.7K 0.21% 105
2023
Q1 		$2.91M Sell
256,036
-63,142
-20% -$753K 0.23% 102
2022
Q4 		$3.54M Buy
319,178
+63,074
+25% +$716K 0.3% 64
2022
Q3 		$2.77M Buy
256,104
+70,820
+38% +$869K 0.25% 74
2022
Q2 		$2.25M Buy
185,284
+79,357
+75% +$1.05M 0.24% 91
2022
Q1 		$1.54M Buy
105,927
+30,135
+40% +$454K 0.13% 166
2021
Q4 		$1.22M Buy
75,792
+50,005
+194% +$856K 0.1% 210
2021
Q3 		$458K Sell
25,787
-290
-1% -$5.2K 0.05% 387
2021
Q2 		$472K Buy
26,077
+1,931
+8% +$35K 0.05% 385
2021
Q1 		$438K Sell
24,146
-630
-3% -$10.9K 0.06% 363
2020
Q4 		$411K Buy
24,776
+350
+1% +$5.68K 0.06% 344
2020
Q3 		$391K Buy
24,426
+2,020
+9% +$32.3K 0.07% 292
2020
Q2 		$344K Sell
22,406
-200
-0.9% -$2.77K 0.08% 289
2020
Q1 		$302K Buy
+22,606
New +$415K 0.09% 251

Other funds holding DSL

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's DSL Position: Q3 2026 in Review

Independent Financial Group reduced its DoubleLine Income Solutions Fund (DSL) stake by 11% in Q3 2026, selling an estimated $417K and leaving 312,944 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #332.

Independent Financial Group first reported a position in DSL in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.58M in Q3 2025. 11 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

  • Independent Financial Group held 312,944 shares of DoubleLine Income Solutions Fund worth $3.13M as of Q3 2026.
  • Independent Financial Group sold 39,398 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $417K.
  • DoubleLine Income Solutions Fund made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #332 holding.
  • Independent Financial Group first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's DoubleLine Income Solutions Fund position peaked at $4.58M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.