LeConte Wealth Management
DSL icon

LeConte Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

LeConte Wealth Management’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
2025
Q3 		– Sell
-237,396
Closed -$2.91M – 133
2025
Q2 		$2.91M Sell
237,396
-821,951
-78% -$9.9M 1.97% 13
2025
Q1 		$13.4M Buy
+1,059,347
New +$13.4M 8.51% 4

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UBS Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LeConte Wealth Management's DSL Position: Q3 2025 in Review

LeConte Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2025, closing a stake of 237,396 shares — an estimated $2.91M sold.

LeConte Wealth Management first reported a position in DSL in Q1 2025 and held it in 2 quarters. The position peaked at $13.4M in Q1 2025. 170 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

  • LeConte Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2025 after selling out during the quarter.
  • LeConte Wealth Management sold 237,396 DoubleLine Income Solutions Fund shares in Q3 2025, an estimated $2.91M.
  • LeConte Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and held it in 2 quarters.
  • LeConte Wealth Management's DoubleLine Income Solutions Fund position peaked at $13.4M in Q1 2025.
  • 170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on LeConte Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.