SWM
DSL

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

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

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. 168 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.
  • 168 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.