PWPS
DSL

Pinnacle Wealth Planning Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$1.11K Hold
100
– – ﹤0.01% 2570
2026
Q1 		$1.08K Hold
100
– – ﹤0.01% 2542
2025
Q4 		$1.13K Buy
+100
New +$1.16K ﹤0.01% 2569

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's DSL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its DoubleLine Income Solutions Fund (DSL) position steady in Q2 2026 at 100 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Pinnacle Wealth Planning Services first reported a position in DSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q4 2025. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 100 shares of DoubleLine Income Solutions Fund worth $1.11K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its DoubleLine Income Solutions Fund share count unchanged in Q2 2026.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2570 holding.
  • Pinnacle Wealth Planning Services first reported a position in DoubleLine Income Solutions Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's DoubleLine Income Solutions Fund position peaked at $1.13K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.