Next Level Private’s DoubleLine Income Solutions Fund DSL Stock Holding History

Next Level Private’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	$239K	Buy	21,602 +532	+3%	+$5.83K	0.05%	158
2026 Q1	$228K	Buy	21,070 +509	+2%	+$5.73K	0.05%	162
2025 Q4	$232K	Buy	20,561 +480	+2%	+$5.55K	0.06%	146
2025 Q3	$245K	Buy	20,081 +437	+2%	+$5.36K	0.07%	138
2025 Q2	$240K	Buy	19,644 +430	+2%	+$5.18K	0.08%	127
2025 Q1	$242K	Buy	19,214 +400	+2%	+$5.07K	0.09%	124
2024 Q4	$236K	Buy	18,814 +264	+1%	+$3.36K	0.1%	120
2024 Q3	$241K	Hold	18,550	–	–	0.1%	120
2024 Q2	$232K	Hold	18,550	–	–	0.11%	114
2024 Q1	$236K	Hold	18,550	–	–	0.11%	112
2023 Q4	$227K	Sell	18,550 -4,490	-19%	-$51.7K	0.13%	96
2023 Q3	$270K	Hold	23,040	–	–	0.18%	83
2023 Q2	$274K	Hold	23,040	–	–	0.18%	84
2023 Q1	$262K	Sell	23,040 -7,430	-24%	-$88.6K	0.21%	55
2022 Q4	$368K	Buy	30,470 +11,920	+64%	+$135K	0.27%	64
2022 Q3	$207K	Buy	+18,550	New	+$228K	0.18%	81
2022 Q2	–	Sell	-19,330	Closed	-$281K	–	148
2022 Q1	$281K	Sell	19,330 -2,700	-12%	-$40.7K	0.23%	70
2021 Q4	$355K	Buy	+22,030	New	+$377K	0.3%	62

Other funds holding DSL

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Next Level Private's DSL Position: Q2 2026 in Review

Next Level Private increased its DoubleLine Income Solutions Fund (DSL) stake by 2.5% in Q2 2026, buying an estimated $5.83K and bringing the position to 21,602 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #158.

Next Level Private first reported a position in DSL in Q4 2021 and has held it in 18 quarters since. The position peaked at $368K in Q4 2022. 23 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Next Level Private held 21,602 shares of DoubleLine Income Solutions Fund worth $239K as of Q2 2026.
Next Level Private bought 532 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $5.83K.
DoubleLine Income Solutions Fund made up 0.05% of Next Level Private's portfolio in Q2 2026, its #158 holding.
Next Level Private first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and has held it in 18 quarters since.
Next Level Private's DoubleLine Income Solutions Fund position peaked at $368K in Q4 2022.
23 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.