Sequent Planning’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sequent Planning’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	$475K	Buy	42,904 +5,364	+14%	+$58.8K	0.1%	155
2026 Q1	$407K	Sell	37,540 -139	-0.4%	-$1.56K	0.1%	145
2025 Q4	$425K	Sell	37,679 -2,132	-5%	-$24.6K	0.11%	133
2025 Q3	$489K	Sell	39,811 -9,345	-19%	-$115K	0.14%	119
2025 Q2	$602K	Buy	49,156 +11,578	+31%	+$139K	0.19%	82
2025 Q1	$474K	Sell	37,578 -1,883	-5%	-$23.9K	0.17%	84
2024 Q4	$496K	Sell	39,461 -8,434	-18%	-$107K	0.18%	82
2024 Q3	$622K	Sell	47,895 -5,785	-11%	-$73.9K	0.21%	81
2024 Q2	$677K	Buy	53,680 +4,451	+9%	+$55.4K	0.23%	75
2024 Q1	$625K	Buy	+49,229	New	+$618K	0.23%	82

Other funds holding DSL

MGAM

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

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Sequent Planning's DSL Position: Q2 2026 in Review

Sequent Planning increased its DoubleLine Income Solutions Fund (DSL) stake by 14% in Q2 2026, buying an estimated $58.8K and bringing the position to 42,904 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #155.

Sequent Planning first reported a position in DSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $677K in Q2 2024. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Sequent Planning held 42,904 shares of DoubleLine Income Solutions Fund worth $475K as of Q2 2026.
Sequent Planning bought 5,364 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $58.8K.
DoubleLine Income Solutions Fund made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #155 holding.
Sequent Planning first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's DoubleLine Income Solutions Fund position peaked at $677K in Q2 2024.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.