SeaCrest Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

SeaCrest Wealth Management’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	$245K	Buy	22,175 +5,964	+37%	+$65.4K	0.03%	468
2026 Q1	$176K	Sell	16,211 -920	-5%	-$10.4K	0.02%	613
2025 Q4	$193K	Buy	17,131 +533	+3%	+$6.16K	0.02%	609
2025 Q3	$204K	Buy	16,598 +1,053	+7%	+$12.9K	0.02%	594
2025 Q2	$190K	Sell	15,545 -134	-0.9%	-$1.61K	0.02%	584
2025 Q1	$198K	Buy	15,679 +4,169	+36%	+$52.8K	0.02%	622
2024 Q4	$145K	Buy	+11,510	New	+$146K	0.02%	634
2023 Q1	–	Sell	-17,866	Closed	-$198K	–	645
2022 Q4	$198K	Buy	17,866 +275	+2%	+$3.12K	0.03%	574
2022 Q3	$190K	Buy	17,591 +328	+2%	+$4.03K	0.03%	555
2022 Q2	$209K	Sell	17,263 -32,063	-65%	-$423K	0.03%	587
2022 Q1	$716K	Buy	49,326 +15,617	+46%	+$235K	0.08%	257
2021 Q4	$543K	Buy	+33,709	New	+$577K	0.06%	330
2021 Q1	–	Sell	-12,549	Closed	-$208K	–	662
2020 Q4	$208K	Sell	12,549 -5,523	-31%	-$89.7K	0.03%	554
2020 Q3	$290K	Sell	18,072 -886	-5%	-$14.2K	0.05%	403
2020 Q2	$291K	Buy	18,958 +1,081	+6%	+$15K	0.05%	394
2020 Q1	$238K	Buy	17,877 +1,395	+8%	+$25.6K	0.05%	388
2019 Q4	$326K	Sell	16,482 -2,908	-15%	-$57.7K	0.05%	383
2019 Q3	$386K	Sell	19,390 -470	-2%	-$9.39K	0.07%	325
2019 Q2	$397K	Buy	19,860 +1,422	+8%	+$28.7K	0.08%	301
2019 Q1	$367K	Sell	18,438 -5,208	-22%	-$101K	0.06%	307
2018 Q4	$410K	Sell	23,646 -3,576	-13%	-$66.5K	0.08%	247
2018 Q3	$550K	Sell	27,222 -795	-3%	-$16.1K	0.09%	236
2018 Q2	$560K	Buy	28,017 +1,440	+5%	+$29.1K	0.1%	223
2018 Q1	$534K	Buy	26,577 +5,397	+25%	+$109K	0.1%	228
2017 Q4	$428K	Buy	+21,180	New	+$436K	0.08%	274

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

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 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

SeaCrest Wealth Management's DSL Position: Q2 2026 in Review

SeaCrest Wealth Management increased its DoubleLine Income Solutions Fund (DSL) stake by 37% in Q2 2026, buying an estimated $65.4K and bringing the position to 22,175 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #468.

SeaCrest Wealth Management first reported a position in DSL in Q4 2017 and has held it in 25 quarters since. The position peaked at $716K in Q1 2022. 23 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

SeaCrest Wealth Management held 22,175 shares of DoubleLine Income Solutions Fund worth $245K as of Q2 2026.
SeaCrest Wealth Management bought 5,964 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $65.4K.
DoubleLine Income Solutions Fund made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #468 holding.
SeaCrest Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2017 and has held it in 25 quarters since.
SeaCrest Wealth Management's DoubleLine Income Solutions Fund position peaked at $716K in Q1 2022.
23 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.