Pettinga Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Pettinga Financial 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
2026 Q2	$534K	Buy	+48,293	New	+$529K	0.09%	98
2024 Q3	–	Sell	-12,213	Closed	-$153K	–	117
2024 Q2	$153K	Sell	12,213 -7,925	-39%	-$98.6K	0.04%	118
2024 Q1	$256K	Sell	20,138 -87,295	-81%	-$1.1M	0.07%	104
2023 Q4	$1.31M	Sell	107,433 -33,891	-24%	-$390K	0.35%	49
2023 Q3	$1.66M	Sell	141,324 -64,808	-31%	-$776K	0.5%	37
2023 Q2	$2.46M	Sell	206,132 -11,155	-5%	-$130K	0.73%	31
2023 Q1	$2.47M	Sell	217,287 -192	-0.1%	-$2.29K	0.77%	30
2022 Q4	$2.41M	Buy	217,479 +20	+0%	+$227	0.79%	32
2022 Q3	$2.35M	Buy	217,459 +4,846	+2%	+$59.5K	0.81%	29
2022 Q2	$2.58M	Buy	212,613 +7,110	+3%	+$93.9K	0.77%	33
2022 Q1	$2.98M	Buy	205,503 +13,791	+7%	+$208K	0.75%	33
2021 Q4	$3.09M	Buy	191,712 +98,585	+106%	+$1.69M	0.75%	32
2021 Q3	$1.65M	Buy	93,127 +54,559	+141%	+$977K	0.42%	44
2021 Q2	$698K	Buy	38,568 +2,028	+6%	+$36.8K	0.19%	60
2021 Q1	$664K	Sell	36,540 -16,669	-31%	-$288K	0.19%	61
2020 Q4	$882K	Buy	+53,209	New	+$864K	0.32%	43
2019 Q1	–	Sell	-15,800	Closed	-$274K	–	93
2018 Q4	$274K	Buy	+15,800	New	+$294K	0.18%	73

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

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

SCA

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

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Pettinga Financial Advisors's DSL Position: Q2 2026 in Review

Pettinga Financial Advisors opened a new position in DoubleLine Income Solutions Fund (DSL) in Q2 2026: 48,293 shares worth $534K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: Pettinga Financial Advisors previously reported a position in DSL as recently as Q2 2024.

Pettinga Financial Advisors first reported a position in DSL in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.09M in Q4 2021. 23 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Pettinga Financial Advisors held 48,293 shares of DoubleLine Income Solutions Fund worth $534K as of Q2 2026.
DoubleLine Income Solutions Fund was a new Pettinga Financial Advisors position in Q2 2026.
DoubleLine Income Solutions Fund made up 0.09% of Pettinga Financial Advisors's portfolio in Q2 2026, its #98 holding.
Pettinga Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and has held it in 17 quarters since.
Pettinga Financial Advisors's DoubleLine Income Solutions Fund position peaked at $3.09M in Q4 2021.
23 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.