SeaCrest Wealth Management
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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
Q3 		$184K Sell
18,390
-3,785
-17% -$40.1K 0.02% 518
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

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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

SeaCrest Wealth Management's DSL Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 17% in Q3 2026, selling an estimated $40.1K and leaving 18,390 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #518.

SeaCrest Wealth Management first reported a position in DSL in Q4 2017 and has held it in 26 quarters since. The position peaked at $716K in Q1 2022. 44 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

  • SeaCrest Wealth Management held 18,390 shares of DoubleLine Income Solutions Fund worth $184K as of Q3 2026.
  • SeaCrest Wealth Management sold 3,785 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $40.1K.
  • DoubleLine Income Solutions Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #518 holding.
  • SeaCrest Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2017 and has held it in 26 quarters since.
  • SeaCrest Wealth Management's DoubleLine Income Solutions Fund position peaked at $716K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.