Lindbrook Capital’s DoubleLine Income Solutions Fund DSL Stock Holding History

Lindbrook Capital’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 Q1	$69.4K	Hold	5,500	–	–	0.01%	836
2024 Q4	$69.1K	Buy	5,500 +2,000	+57%	+$25.4K	0.01%	678
2024 Q3	$45.4K	Hold	3,500	–	–	﹤0.01%	869
2024 Q2	$43.8K	Hold	3,500	–	–	﹤0.01%	852
2024 Q1	$44.5K	Hold	3,500	–	–	﹤0.01%	817
2023 Q4	$42.8K	Buy	+3,500	New	+$40.3K	﹤0.01%	812
2023 Q2	–	Sell	-4,281	Closed	-$48.7K	–	2754
2023 Q1	$48.7K	Buy	4,281 +81	+2%	+$966	0.01%	707
2022 Q4	$46.6K	Buy	+4,200	New	+$47.7K	0.01%	724
2022 Q2	–	Sell	-2,000	Closed	-$26.4K	–	2548
2022 Q1	$29K	Buy	+2,000	New	+$30.1K	﹤0.01%	865

Other funds holding DSL

MGAM

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

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

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

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 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 $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Lindbrook Capital's DSL Position: Q1 2025 in Review

Lindbrook Capital held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2025 at 5,500 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #836.

Lindbrook Capital first reported a position in DSL in Q1 2022 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

Lindbrook Capital held 5,500 shares of DoubleLine Income Solutions Fund worth $69.4K as of Q1 2025.
Lindbrook Capital left its DoubleLine Income Solutions Fund share count unchanged in Q1 2025.
DoubleLine Income Solutions Fund made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #836 holding.
Lindbrook Capital first reported a position in DoubleLine Income Solutions Fund in Q1 2022 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.