KWAG
DSL

Kiely Wealth Advisory Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$21.7K Buy
1,702
+43
+3% +$547 0.01% 156
2024
Q3 		$21K Buy
1,659
+42
+3% +$537 0.01% 160
2024
Q2 		$20.4K Buy
+1,617
New +$20.1K 0.01% 149

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiely Wealth Advisory Group's DSL Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its DoubleLine Income Solutions Fund (DSL) stake by 2.6% in Q4 2024, buying an estimated $547 and bringing the position to 1,702 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Kiely Wealth Advisory Group first reported a position in DSL in Q2 2024 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DSL as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,702 shares of DoubleLine Income Solutions Fund worth $21.7K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 43 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $547.
  • DoubleLine Income Solutions Fund made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #156 holding.
  • Kiely Wealth Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q2 2024 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.