J.W. Cole Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

J.W. Cole Advisors’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 Q2	$247K	Buy	+22,324	New	+$245K	﹤0.01%	1385
2026 Q1	–	Sell	-20,813	Closed	-$235K	–	924
2025 Q4	$235K	Sell	20,813 -6,380	-23%	-$73.7K	0.01%	1226
2025 Q3	$334K	Sell	27,193 -7,890	-22%	-$96.8K	0.01%	1163
2025 Q2	$429K	Sell	35,083 -15,583	-31%	-$188K	0.01%	972
2025 Q1	$639K	Buy	50,666 +19,203	+61%	+$243K	0.02%	694
2024 Q4	$395K	Sell	31,463 -7,550	-19%	-$96K	0.02%	693
2024 Q3	$506K	Buy	39,013 +8,963	+30%	+$115K	0.02%	593
2024 Q2	$376K	Buy	30,050 +4,254	+16%	+$52.9K	0.02%	618
2024 Q1	$328K	Buy	25,796 +3,581	+16%	+$45K	0.02%	659
2023 Q4	$272K	Buy	+22,215	New	+$256K	0.02%	679
2020 Q4	–	Sell	-21,517	Closed	-$345K	–	692
2020 Q3	$345K	Buy	+21,517	New	+$345K	0.03%	496

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.W. Cole Advisors's DSL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in DoubleLine Income Solutions Fund (DSL) in Q2 2026: 22,324 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DSL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DSL in Q3 2020 and has held it in 11 quarters since. The position peaked at $639K in Q1 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

J.W. Cole Advisors held 22,324 shares of DoubleLine Income Solutions Fund worth $247K as of Q2 2026.
DoubleLine Income Solutions Fund was a new J.W. Cole Advisors position in Q2 2026.
DoubleLine Income Solutions Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1385 holding.
J.W. Cole Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and has held it in 11 quarters since.
J.W. Cole Advisors's DoubleLine Income Solutions Fund position peaked at $639K in Q1 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.