Institute for Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Institute for 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	–	Sell	-25,774	Closed	-$290K	–	554
2025 Q4	$290K	Sell	25,774 -3,454	-12%	-$39.9K	0.03%	437
2025 Q3	$359K	Buy	29,228 +3,454	+13%	+$42.4K	0.04%	406
2025 Q2	$315K	Buy	25,774 +12,355	+92%	+$149K	0.04%	422
2025 Q1	$169K	Hold	13,419	–	–	0.02%	514
2024 Q4	$169K	Hold	13,419	–	–	0.02%	492
2024 Q3	$174K	Hold	13,419	–	–	0.02%	525
2024 Q2	$168K	Sell	13,419 -4,310	-24%	-$53.6K	0.02%	487
2024 Q1	$225K	Buy	+17,729	New	+$223K	0.03%	454

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

Institute for Wealth Management's DSL Position: Q1 2026 in Review

Institute for Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 25,774 shares — an estimated $290K sold.

Institute for Wealth Management first reported a position in DSL in Q1 2024 and held it in 8 quarters. The position peaked at $359K in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Institute for Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
Institute for Wealth Management sold 25,774 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $290K.
Institute for Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and held it in 8 quarters.
Institute for Wealth Management's DoubleLine Income Solutions Fund position peaked at $359K in Q3 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.