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
Q2 		$20.3K Buy
1,835
+1,000
+120% +$11K 0.01% 285
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 $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Mark Sheptoff Financial Planning's DSL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its DoubleLine Income Solutions Fund (DSL) stake by 120% in Q2 2026, buying an estimated $11K and bringing the position to 1,835 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Mark Sheptoff Financial Planning first reported a position in DSL in Q2 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,835 shares of DoubleLine Income Solutions Fund worth $20.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 1,000 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $11K.
  • DoubleLine Income Solutions Fund made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #285 holding.
  • Mark Sheptoff Financial Planning first reported a position in DoubleLine Income Solutions Fund in Q2 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.