Prospera Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Prospera Financial 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
2025 Q1	–	Sell	-12,440	Closed	-$156K	–	1183
2024 Q4	$156K	Buy	+12,440	New	+$158K	﹤0.01%	1100
2022 Q2	–	Sell	-60	Closed	-$1K	–	1856
2022 Q1	$1K	Buy	+60	New	+$904	﹤0.01%	2593
2020 Q4	–	Sell	-1,986	Closed	-$32K	–	893
2020 Q3	$32K	Buy	+1,986	New	+$31.8K	0.01%	764
2017 Q3	–	Sell	-10,250	Closed	-$212K	–	437
2017 Q2	$212K	Sell	10,250 -6,934	-40%	-$143K	0.03%	378
2017 Q1	$345K	Buy	17,184 +150	+0.9%	+$2.97K	0.06%	244
2016 Q4	$323K	Buy	17,034 +1	+0%	+$19	0.06%	255
2016 Q3	$326K	Sell	17,033 -1	-0%	-$19	0.07%	246
2016 Q2	$313K	Hold	17,034	–	–	0.06%	240
2016 Q1	$286K	Hold	17,034	–	–	0.06%	223
2015 Q4	$276K	Buy	+17,034	New	+$291K	0.06%	210

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

Prospera Financial Services's DSL Position: Q1 2025 in Review

Prospera Financial Services sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 12,440 shares — an estimated $156K sold.

Prospera Financial Services first reported a position in DSL in Q4 2015 and held it in 10 quarters. The position peaked at $345K in Q1 2017. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

Prospera Financial Services reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 12,440 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $156K.
Prospera Financial Services first reported a position in DoubleLine Income Solutions Fund in Q4 2015 and held it in 10 quarters.
Prospera Financial Services's DoubleLine Income Solutions Fund position peaked at $345K in Q1 2017.
178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.