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 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 $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sequent Planning's DSL Position: Q1 2026 in Review

Sequent Planning reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.37% in Q1 2026, selling an estimated $1.56K and leaving 37,540 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #145.

Sequent Planning first reported a position in DSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $677K in Q2 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Sequent Planning held 37,540 shares of DoubleLine Income Solutions Fund worth $407K as of Q1 2026.
Sequent Planning sold 139 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $1.56K.
DoubleLine Income Solutions Fund made up 0.1% of Sequent Planning's portfolio in Q1 2026, its #145 holding.
Sequent Planning first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's DoubleLine Income Solutions Fund position peaked at $677K in Q2 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.