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 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 $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

J.W. Cole Advisors's DSL Position: Q1 2026 in Review

J.W. Cole Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 20,813 shares — an estimated $235K sold.

J.W. Cole Advisors first reported a position in DSL in Q3 2020 and held it in 10 quarters. The position peaked at $639K in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

J.W. Cole Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 20,813 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $235K.
J.W. Cole Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and held it in 10 quarters.
J.W. Cole Advisors's DoubleLine Income Solutions Fund position peaked at $639K in Q1 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.