Pathway Financial Advisers’s DoubleLine Income Solutions Fund DSL Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-692	Closed	-$8.69K	–	220
2024 Q4	$8.69K	Sell	692 -8,157	-92%	-$104K	﹤0.01%	368
2024 Q3	$682	Buy	8,849 +8,176	+1,215%	+$104K	﹤0.01%	378
2024 Q2	$8.42K	Buy	673 +11	+2%	+$137	﹤0.01%	358
2024 Q1	$8.42K	Sell	662 -370	-36%	-$4.65K	﹤0.01%	363
2023 Q4	$12.6K	Buy	1,032 +21	+2%	+$242	﹤0.01%	337
2023 Q3	$11.9K	Buy	+1,011	New	+$12.1K	﹤0.01%	345
2023 Q1	$11.1K	Buy	973 +15	+2%	+$179	﹤0.01%	370
2022 Q4	$10.6K	Buy	+958	New	+$10.9K	﹤0.01%	413

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathway Financial Advisers's DSL Position: Q1 2025 in Review

Pathway Financial Advisers sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 692 shares — an estimated $8.69K sold.

Pathway Financial Advisers first reported a position in DSL in Q4 2022 and held it in 8 quarters. The position peaked at $12.6K in Q4 2023. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

Pathway Financial Advisers reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 692 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $8.69K.
Pathway Financial Advisers first reported a position in DoubleLine Income Solutions Fund in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's DoubleLine Income Solutions Fund position peaked at $12.6K in Q4 2023.
178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.