SWA
DSL

SOA Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

SOA Wealth Advisors’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 		$24K Buy
2,215
+64
+3% +$720 ﹤0.01% 467
2025
Q4 		$24.2K Buy
2,151
+61
+3% +$705 ﹤0.01% 477
2025
Q3 		$25.7K Buy
2,090
+55
+3% +$675 ﹤0.01% 475
2025
Q2 		$24.9K Buy
2,035
+18
+0.9% +$217 ﹤0.01% 465
2025
Q1 		$25.4K Hold
2,017
– – 0.01% 433
2024
Q4 		$25.4K Buy
2,017
+18
+0.9% +$229 ﹤0.01% 419
2024
Q3 		$25.9K Buy
1,999
+50
+3% +$639 ﹤0.01% 411
2024
Q2 		$24.4K Buy
1,949
+51
+3% +$635 ﹤0.01% 409
2024
Q1 		$24.1K Buy
1,898
+65
+4% +$817 0.01% 414
2023
Q4 		$22.4K Buy
1,833
+51
+3% +$587 0.01% 409
2023
Q3 		$20.9K Hold
1,782
– – 0.01% 413
2023
Q2 		$21.2K Hold
1,782
– – 0.01% 422
2023
Q1 		$20.3K Hold
1,782
– – 0.01% 422
2022
Q4 		$19.8K Hold
1,782
– – 0.01% 409
2022
Q3 		$19K Hold
1,782
– – 0.01% 395
2022
Q2 		$21K Hold
1,782
– – 0.01% 374
2022
Q1 		$25K Hold
1,782
– – 0.01% 420
2021
Q4 		$28K Hold
1,782
– – 0.01% 385
2021
Q3 		$31K Hold
1,782
– – 0.01% 378
2021
Q2 		$32K Sell
1,782
-200
-10% -$3.63K 0.01% 377
2021
Q1 		$35K Hold
1,982
– – 0.01% 313
2020
Q4 		$34K Buy
+1,982
New +$32.2K 0.01% 314

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SOA Wealth Advisors's DSL Position: Q1 2026 in Review

SOA Wealth Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 3% in Q1 2026, buying an estimated $720 and bringing the position to 2,215 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

SOA Wealth Advisors first reported a position in DSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $35K in Q1 2021. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • SOA Wealth Advisors held 2,215 shares of DoubleLine Income Solutions Fund worth $24K as of Q1 2026.
  • SOA Wealth Advisors bought 64 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $720.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #467 holding.
  • SOA Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $35K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.