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 Q2	$1.24M	Sell	112,059 -5,586	-5%	-$61.2K	﹤0.01%	1677
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 $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

Kestra Advisory Services's DSL Position: Q2 2026 in Review

Kestra Advisory Services reduced its DoubleLine Income Solutions Fund (DSL) stake by 4.7% in Q2 2026, selling an estimated $61.2K and leaving 112,059 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Kestra Advisory Services first reported a position in DSL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Kestra Advisory Services held 112,059 shares of DoubleLine Income Solutions Fund worth $1.24M as of Q2 2026.
Kestra Advisory Services sold 5,586 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $61.2K.
DoubleLine Income Solutions Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1677 holding.
Kestra Advisory Services first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's DoubleLine Income Solutions Fund position peaked at $1.51M in Q3 2025.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.