KAS
DSL

Kestra Advisory Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kestra Advisory Services’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 		$1.27M Buy
117,645
+1,998
+2% +$22.5K ﹤0.01% 1566
2025
Q4 		$1.3M Sell
115,647
-7,490
-6% -$86.6K 0.01% 1477
2025
Q3 		$1.51M Buy
123,137
+4,076
+3% +$50K 0.01% 1323
2025
Q2 		$1.46M Buy
119,061
+18,578
+18% +$224K 0.01% 1267
2025
Q1 		$1.27M Sell
100,483
-15,665
-13% -$199K 0.01% 1244
2024
Q4 		$1.46M Buy
116,148
+59,165
+104% +$752K 0.01% 1181
2024
Q3 		$740K Sell
56,983
-43,641
-43% -$558K ﹤0.01% 1513
2024
Q2 		$791K Sell
100,624
-4,868
-5% -$60.6K ﹤0.01% 1473
2024
Q1 		$1.34M Sell
105,492
-5,593
-5% -$70.3K 0.01% 1065
2023
Q4 		$1.36M Buy
111,085
+35,071
+46% +$403K 0.01% 974
2023
Q3 		$891K Sell
76,014
-46,245
-38% -$553K 0.01% 1049
2023
Q2 		$1.46M Buy
122,259
+53,079
+77% +$619K 0.01% 815
2023
Q1 		$787K Buy
69,180
+10,705
+18% +$128K 0.01% 1056
2022
Q4 		$648K Sell
58,475
-2,743
-4% -$31.1K 0.01% 1256
2022
Q3 		$661K Sell
61,218
-5,053
-8% -$62K 0.01% 1167
2022
Q2 		$804K Sell
66,271
-4,812
-7% -$63.5K 0.01% 1083
2022
Q1 		$1.03M Buy
71,083
+7,649
+12% +$115K 0.01% 940
2021
Q4 		$1.02M Sell
63,434
-2,433
-4% -$41.6K 0.01% 971
2021
Q3 		$1.17M Sell
65,867
-757
-1% -$13.6K 0.01% 941
2021
Q2 		$1.21M Buy
66,624
+1,830
+3% +$33.2K 0.01% 846
2021
Q1 		$1.18M Buy
64,794
+6,666
+11% +$115K 0.01% 799
2020
Q4 		$953K Sell
58,128
-4,560
-7% -$74.1K 0.01% 888
2020
Q3 		$1M Buy
+62,688
New +$1M 0.02% 616

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

Kestra Advisory Services's DSL Position: Q1 2026 in Review

Kestra Advisory Services increased its DoubleLine Income Solutions Fund (DSL) stake by 1.7% in Q1 2026, buying an estimated $22.5K and bringing the position to 117,645 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Kestra Advisory Services first reported a position in DSL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Kestra Advisory Services held 117,645 shares of DoubleLine Income Solutions Fund worth $1.27M as of Q1 2026.
  • Kestra Advisory Services bought 1,998 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $22.5K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1566 holding.
  • Kestra Advisory Services first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's DoubleLine Income Solutions Fund position peaked at $1.51M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.