Lido Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Lido 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
2025 Q3	–	Sell	-14,303	Closed	-$175K	–	1857
2025 Q2	$175K	Buy	14,303 +3,334	+30%	+$40.1K	﹤0.01%	1537
2025 Q1	$138K	Hold	10,969	–	–	﹤0.01%	1425
2024 Q4	$138K	Buy	+10,969	New	+$139K	﹤0.01%	1418
2024 Q3	–	Sell	-10,969	Closed	-$137K	–	1495
2024 Q2	$137K	Sell	10,969 -1,650	-13%	-$20.5K	﹤0.01%	1324
2024 Q1	$160K	Hold	12,619	–	–	﹤0.01%	1287
2023 Q4	$154K	Buy	12,619 +1,150	+10%	+$13.2K	﹤0.01%	1254
2023 Q3	$134K	Sell	11,469 -643	-5%	-$7.7K	﹤0.01%	1121
2023 Q2	$144K	Buy	+12,112	New	+$141K	﹤0.01%	1135
2018 Q4	–	Sell	-11,969	Closed	-$241K	–	444
2018 Q3	$241K	Sell	11,969 -2,876	-19%	-$58.2K	0.02%	387
2018 Q2	$296K	Hold	14,845	–	–	0.03%	312
2018 Q1	$298K	Buy	14,845 +2,876	+24%	+$57.8K	0.04%	282
2017 Q4	$241K	Hold	11,969	–	–	0.03%	261
2017 Q3	$250K	Buy	+11,969	New	+$250K	0.04%	235

Other funds holding DSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's DSL Position: Q3 2025 in Review

Lido Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2025, closing a stake of 14,303 shares — an estimated $175K sold.

Lido Advisors first reported a position in DSL in Q3 2017 and held it in 13 quarters. The position peaked at $298K in Q1 2018. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

Lido Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 14,303 DoubleLine Income Solutions Fund shares in Q3 2025, an estimated $175K.
Lido Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2017 and held it in 13 quarters.
Lido Advisors's DoubleLine Income Solutions Fund position peaked at $298K in Q1 2018.
169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.