Secure Asset Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Secure Asset 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
2024 Q4	–	Sell	-16,355	Closed	-$212K	–	328
2024 Q3	$212K	Hold	16,355	–	–	0.04%	291
2024 Q2	$205K	Buy	+16,355	New	+$204K	0.04%	269
2021 Q4	–	Sell	-15,414	Closed	-$274K	–	209
2021 Q3	$274K	Sell	15,414 -10,290	-40%	-$184K	0.14%	139
2021 Q2	$465K	Sell	25,704 -2,500	-9%	-$45.3K	0.24%	85
2021 Q1	$512K	Sell	28,204 -15,000	-35%	-$260K	0.28%	76
2020 Q4	$716K	Sell	43,204 -4,300	-9%	-$69.8K	0.42%	52
2020 Q3	$761K	Sell	47,504 -7,910	-14%	-$127K	0.52%	44
2020 Q2	$852K	Buy	+55,414	New	+$768K	0.6%	36

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Secure Asset Management's DSL Position: Q4 2024 in Review

Secure Asset Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2024, closing a stake of 16,355 shares — an estimated $212K sold.

Secure Asset Management first reported a position in DSL in Q2 2020 and held it in 8 quarters. The position peaked at $852K in Q2 2020. 186 funds tracked by Wall St. Rank hold DSL as of Q4 2024.

Secure Asset Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 16,355 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $212K.
Secure Asset Management first reported a position in DoubleLine Income Solutions Fund in Q2 2020 and held it in 8 quarters.
Secure Asset Management's DoubleLine Income Solutions Fund position peaked at $852K in Q2 2020.
186 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.