SWIM
DSL

Smallwood Wealth Investment Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Smallwood Wealth Investment 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
2025
Q2 		– Sell
-333
Closed -$4.2K – 570
2025
Q1 		$4.2K Buy
+333
New +$4.22K ﹤0.01% 351

Other funds holding DSL

MGAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Smallwood Wealth Investment Management's DSL Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2025, closing a stake of 333 shares — an estimated $4.2K sold.

Smallwood Wealth Investment Management first reported a position in DSL in Q1 2025 and held it in 1 quarter. The position peaked at $4.2K in Q1 2025. 186 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 333 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $4.2K.
  • Smallwood Wealth Investment Management first reported a position in DoubleLine Income Solutions Fund in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's DoubleLine Income Solutions Fund position peaked at $4.2K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.