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

Maridea 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
2026 Q2	$639K	Buy	57,782 +8,527	+17%	+$93.4K	0.07%	256
2026 Q1	$533K	Buy	49,255 +5,385	+12%	+$60.6K	0.08%	242
2025 Q4	$494K	Buy	43,870 +895	+2%	+$10.3K	0.07%	251
2025 Q3	$500K	Sell	42,975 -1,290	-3%	-$15.8K	0.08%	248
2025 Q2	$542K	Buy	44,265 +598	+1%	+$7.2K	0.14%	138
2025 Q1	$551K	Buy	43,667 +2,342	+6%	+$29.7K	0.18%	110
2024 Q4	$519K	Buy	+41,325	New	+$525K	0.17%	105

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maridea Wealth Management's DSL Position: Q2 2026 in Review

Maridea Wealth Management increased its DoubleLine Income Solutions Fund (DSL) stake by 17% in Q2 2026, buying an estimated $93.4K and bringing the position to 57,782 shares worth $639K. The position accounts for 0.07% of the portfolio, ranked #256.

Maridea Wealth Management first reported a position in DSL in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Maridea Wealth Management held 57,782 shares of DoubleLine Income Solutions Fund worth $639K as of Q2 2026.
Maridea Wealth Management bought 8,527 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $93.4K.
DoubleLine Income Solutions Fund made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #256 holding.
Maridea Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.