OIA
DSL

Optimum Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$35.7K Sell
2,910
-3,100
-52% -$38K 0.01% 387
2025
Q2 		$73.6K Hold
6,010
– – 0.03% 294
2025
Q1 		$75.8K Hold
6,010
– – 0.04% 281
2024
Q4 		$75.5K Sell
6,010
-5,417
-47% -$68.9K 0.03% 295
2024
Q3 		$148K Hold
11,427
– – 0.06% 222
2024
Q2 		$143K Sell
11,427
-1,500
-12% -$18.7K 0.06% 216
2024
Q1 		$164K Sell
12,927
-1,000
-7% -$12.6K 0.08% 208
2023
Q4 		$170K Sell
13,927
-22,500
-62% -$259K 0.09% 200
2023
Q3 		$427K Hold
36,427
– – 0.22% 110
2023
Q2 		$434K Hold
36,427
– – 0.21% 113
2023
Q1 		$414K Hold
36,427
– – 0.22% 113
2022
Q4 		$404K Sell
36,427
-1,000
-3% -$11.4K 0.22% 109
2022
Q3 		$404K Hold
37,427
– – 0.22% 105
2022
Q2 		$454K Sell
37,427
-2,000
-5% -$26.4K 0.23% 100
2022
Q1 		$572K Sell
39,427
-768
-2% -$11.6K 0.24% 94
2021
Q4 		$648K Sell
40,195
-4,948
-11% -$84.7K 0.25% 89
2021
Q3 		$802K Sell
45,143
-8,396
-16% -$150K 0.34% 68
2021
Q2 		$969K Buy
53,539
+13,065
+32% +$237K 0.3% 72
2021
Q1 		$735K Buy
40,474
+1,608
+4% +$27.8K 0.22% 101
2020
Q4 		$644K Sell
38,866
-7,488
-16% -$122K 0.2% 114
2020
Q3 		$743K Sell
46,354
-3,396
-7% -$54.4K 0.25% 89
2020
Q2 		$765K Sell
49,750
-8,659
-15% -$120K 0.27% 84
2020
Q1 		$779K Sell
58,409
-8,114
-12% -$149K 0.32% 70
2019
Q4 		$1.31M Buy
66,523
+23,697
+55% +$470K 0.39% 60
2019
Q3 		$853K Buy
42,826
+5,557
+15% +$111K 0.27% 98
2019
Q2 		$744K Sell
37,269
-49
-0.1% -$988 0.24% 104
2019
Q1 		$744K Buy
37,318
+153
+0.4% +$2.96K 0.24% 106
2018
Q4 		$644K Sell
37,165
-13,564
-27% -$252K 0.22% 119
2018
Q3 		$1.02M Buy
50,729
+22,608
+80% +$457K 0.28% 91
2018
Q2 		$562K Buy
28,121
+2,107
+8% +$42.5K 0.16% 151
2018
Q1 		$522K Buy
26,014
+104
+0.4% +$2.09K 0.15% 158
2017
Q4 		$523K Buy
25,910
+110
+0.4% +$2.26K 0.17% 157
2017
Q3 		$548K Sell
25,800
-10,550
-29% -$220K 0.18% 149
2017
Q2 		$751K Buy
36,350
+6,410
+21% +$132K 0.26% 115
2017
Q1 		$601K Buy
29,940
+6,171
+26% +$122K 0.21% 139
2016
Q4 		$451K Sell
23,769
-2,543
-10% -$47.2K 0.17% 159
2016
Q3 		$504K Buy
26,312
+12,346
+88% +$235K 0.19% 148
2016
Q2 		$256K Buy
+13,966
New +$249K 0.1% 223
2015
Q1 		$83K Buy
+4,200
New +$83.9K 0.03% 412

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Optimum Investment Advisors's DSL Position: Q3 2025 in Review

Optimum Investment Advisors reduced its DoubleLine Income Solutions Fund (DSL) stake by 52% in Q3 2025, selling an estimated $38K and leaving 2,910 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #387.

Optimum Investment Advisors first reported a position in DSL in Q1 2015 and has held it in 39 quarters since. The position peaked at $1.31M in Q4 2019. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

  • Optimum Investment Advisors held 2,910 shares of DoubleLine Income Solutions Fund worth $35.7K as of Q3 2025.
  • Optimum Investment Advisors sold 3,100 DoubleLine Income Solutions Fund shares in Q3 2025, an estimated $38K.
  • DoubleLine Income Solutions Fund made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #387 holding.
  • Optimum Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2015 and has held it in 39 quarters since.
  • Optimum Investment Advisors's DoubleLine Income Solutions Fund position peaked at $1.31M in Q4 2019.
  • 169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.