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

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return