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 Q2	$25.2K	Buy	2,281 +66	+3%	+$723	﹤0.01%	490
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 $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

SOA Wealth Advisors's DSL Position: Q2 2026 in Review

SOA Wealth Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 3% in Q2 2026, buying an estimated $723 and bringing the position to 2,281 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

SOA Wealth Advisors first reported a position in DSL in Q4 2020 and has held it in 23 quarters since. The position peaked at $35K in Q1 2021. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

SOA Wealth Advisors held 2,281 shares of DoubleLine Income Solutions Fund worth $25.2K as of Q2 2026.
SOA Wealth Advisors bought 66 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $723.
DoubleLine Income Solutions Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #490 holding.
SOA Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $35K in Q1 2021.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.