NWF Advisory Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

NWF Advisory Services’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 Q3	$106K	Buy	10,622 +52	+0.5%	+$551	0.01%	415
2026 Q2	$117K	Buy	10,570 +48	+0.5%	+$526	0.01%	428
2026 Q1	$114K	Buy	10,522 +46	+0.4%	+$518	0.01%	385
2025 Q4	$118K	Sell	10,476 -3,438	-25%	-$39.7K	0.01%	384
2025 Q3	$171K	Sell	13,914 -1,066	-7%	-$13.1K	0.02%	387
2025 Q2	$183K	Buy	14,980 +364	+2%	+$4.38K	0.02%	383
2025 Q1	$184K	Buy	14,616 +3,102	+27%	+$39.3K	0.03%	333
2024 Q4	$145K	Sell	11,514 -11,930	-51%	-$152K	0.02%	261
2024 Q3	$304K	Sell	23,444 -9,932	-30%	-$127K	0.04%	241
2024 Q2	$418K	Sell	33,376 -316	-0.9%	-$3.93K	0.07%	177
2024 Q1	$428K	Buy	33,692 +8,952	+36%	+$112K	0.07%	178
2023 Q4	$303K	Buy	24,740 +650	+3%	+$7.48K	0.06%	201
2023 Q3	$282K	Buy	24,090 +1,066	+5%	+$12.8K	0.07%	193
2023 Q2	$274K	Hold	23,024	–	–	0.06%	194
2023 Q1	$274K	Buy	+23,024	New	+$275K	0.06%	193

Other funds holding DSL

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Ramiah Investment Group Brookfield, Wisconsin $130M AUM 21.41% 1-Year Est. Return

NWF Advisory Services's DSL Position: Q3 2026 in Review

NWF Advisory Services increased its DoubleLine Income Solutions Fund (DSL) stake by 0.49% in Q3 2026, buying an estimated $551 and bringing the position to 10,622 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #415.

NWF Advisory Services first reported a position in DSL in Q1 2023 and has held it in 15 quarters since. The position peaked at $428K in Q1 2024. 35 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

NWF Advisory Services held 10,622 shares of DoubleLine Income Solutions Fund worth $106K as of Q3 2026.
NWF Advisory Services bought 52 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $551.
DoubleLine Income Solutions Fund made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #415 holding.
NWF Advisory Services first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's DoubleLine Income Solutions Fund position peaked at $428K in Q1 2024.
35 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.