Journey Strategic Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

Journey Strategic Wealth’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	$265K	Sell	24,500 -14,500	-37%	-$163K	0.01%	610
2025 Q4	$440K	Sell	39,000 -21,550	-36%	-$249K	0.01%	342
2025 Q3	$744K	Buy	60,550 +5,000	+9%	+$61.4K	0.02%	218
2025 Q2	$680K	Sell	55,550 -30,000	-35%	-$361K	0.02%	230
2025 Q1	$1.08M	Buy	85,550 +18,500	+28%	+$234K	0.04%	125
2024 Q4	$843K	Buy	67,050 +33,650	+101%	+$428K	0.03%	147
2024 Q3	$434K	Buy	+33,400	New	+$427K	0.02%	246

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

Journey Strategic Wealth's DSL Position: Q1 2026 in Review

Journey Strategic Wealth reduced its DoubleLine Income Solutions Fund (DSL) stake by 37% in Q1 2026, selling an estimated $163K and leaving 24,500 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #610.

Journey Strategic Wealth first reported a position in DSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Journey Strategic Wealth held 24,500 shares of DoubleLine Income Solutions Fund worth $265K as of Q1 2026.
Journey Strategic Wealth sold 14,500 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $163K.
DoubleLine Income Solutions Fund made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #610 holding.
Journey Strategic Wealth first reported a position in DoubleLine Income Solutions Fund in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's DoubleLine Income Solutions Fund position peaked at $1.08M in Q1 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.