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Kingswood Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kingswood Wealth 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
Q2 		$163K Buy
14,782
+4,038
+38% +$44.3K 0.01% 961
2026
Q1 		$116K Buy
+10,744
New +$121K 0.01% 905

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's DSL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 38% in Q2 2026, buying an estimated $44.3K and bringing the position to 14,782 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #961.

Kingswood Wealth Advisors first reported a position in DSL in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Kingswood Wealth Advisors held 14,782 shares of DoubleLine Income Solutions Fund worth $163K as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,038 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $44.3K.
  • DoubleLine Income Solutions Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #961 holding.
  • Kingswood Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.