IWC
DSL

Integrated Wealth Concepts’s DoubleLine Income Solutions Fund DSL Stock Holding History

Integrated Wealth Concepts’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 		$293K Buy
27,061
+554
+2% +$6.23K ﹤0.01% 1873
2025
Q4 		$299K Sell
26,507
-1,873
-7% -$21.6K ﹤0.01% 1323
2025
Q3 		$349K Buy
28,380
+2,008
+8% +$24.6K ﹤0.01% 1553
2025
Q2 		$323K Sell
26,372
-19,993
-43% -$241K ﹤0.01% 1510
2025
Q1 		$585K Buy
46,365
+12,007
+35% +$152K 0.01% 1077
2024
Q4 		$432K Buy
34,358
+6
+0% +$76 0.01% 1192
2024
Q3 		$446K Sell
34,352
-394
-1% -$5.04K 0.01% 1135
2024
Q2 		$435K Sell
34,746
-31,344
-47% -$390K 0.01% 1106
2024
Q1 		$839K Buy
66,090
+24,009
+57% +$302K 0.01% 836
2023
Q4 		$515K Sell
42,081
-6,994
-14% -$80.5K 0.01% 991
2023
Q3 		$575K Buy
49,075
+2,053
+4% +$24.6K 0.01% 918
2023
Q2 		$560K Buy
47,022
+24,221
+106% +$282K 0.01% 937
2023
Q1 		$259K Buy
22,801
+1,832
+9% +$21.9K 0.01% 1121
2022
Q4 		$233K Buy
20,969
+778
+4% +$8.83K 0.01% 892
2022
Q3 		$218K Hold
20,191
– – 0.01% 834
2022
Q2 		$245K Hold
20,191
– – 0.01% 816
2022
Q1 		$293K Buy
20,191
+1,300
+7% +$19.6K 0.01% 747
2021
Q4 		$305K Buy
18,891
+2,300
+14% +$39.3K 0.01% 766
2021
Q3 		$295K Buy
+16,591
New +$297K 0.01% 746

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's DSL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its DoubleLine Income Solutions Fund (DSL) stake by 2.1% in Q1 2026, buying an estimated $6.23K and bringing the position to 27,061 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Integrated Wealth Concepts first reported a position in DSL in Q3 2021 and has held it in 19 quarters since. The position peaked at $839K in Q1 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Integrated Wealth Concepts held 27,061 shares of DoubleLine Income Solutions Fund worth $293K as of Q1 2026.
  • Integrated Wealth Concepts bought 554 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $6.23K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1873 holding.
  • Integrated Wealth Concepts first reported a position in DoubleLine Income Solutions Fund in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's DoubleLine Income Solutions Fund position peaked at $839K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.