MSFP
DSL

Mark Sheptoff Financial Planning’s DoubleLine Income Solutions Fund DSL Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$9.27K Buy
+835
New +$9.39K ﹤0.01% 357
2025
Q3 		– Sell
-500
Closed -$6.12K – 507
2025
Q2 		$6.12K Buy
+500
New +$6.02K ﹤0.01% 386

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's DSL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in DoubleLine Income Solutions Fund (DSL) in Q1 2026: 835 shares worth $9.27K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in DSL as recently as Q2 2025.

Mark Sheptoff Financial Planning first reported a position in DSL in Q2 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 835 shares of DoubleLine Income Solutions Fund worth $9.27K as of Q1 2026.
  • DoubleLine Income Solutions Fund was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #357 holding.
  • Mark Sheptoff Financial Planning first reported a position in DoubleLine Income Solutions Fund in Q2 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.