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

Spire Wealth 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 Q3	–	Sell	-4,000	Closed	-$49K	–	2388
2025 Q2	$49K	Hold	4,000	–	–	﹤0.01%	1200
2025 Q1	$50.4K	Hold	4,000	–	–	﹤0.01%	1278
2024 Q4	$50.3K	Hold	4,000	–	–	﹤0.01%	1281
2024 Q3	$51.9K	Hold	4,000	–	–	﹤0.01%	1123
2024 Q2	$50.1K	Hold	4,000	–	–	﹤0.01%	1121
2024 Q1	$50.8K	Hold	4,000	–	–	﹤0.01%	1209
2023 Q4	$48.8K	Sell	4,000 -720	-15%	-$8.28K	﹤0.01%	1209
2023 Q3	$55.3K	Hold	4,720	–	–	﹤0.01%	1143
2023 Q2	$56.2K	Hold	4,720	–	–	﹤0.01%	1152
2023 Q1	$53.7K	Buy	4,720 +4,518	+2,237%	+$53.9K	﹤0.01%	1173
2022 Q4	$2K	Sell	202 -33	-14%	-$375	﹤0.01%	2032
2022 Q3	$3K	Sell	235 -8,064	-97%	-$99K	﹤0.01%	1854
2022 Q2	$101K	Sell	8,299 -13,499	-62%	-$178K	﹤0.01%	1028
2022 Q1	$317K	Sell	21,798 -70,586	-76%	-$1.06M	0.01%	709
2021 Q4	$1.49M	Buy	92,384 +57,459	+165%	+$983K	0.03%	362
2021 Q3	$620K	Buy	34,925 +4,665	+15%	+$83.6K	0.02%	539
2021 Q2	$547K	Sell	30,260 -11,573	-28%	-$210K	0.01%	583
2021 Q1	$500K	Buy	+41,833	New	+$724K	0.01%	667

Other funds holding DSL

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Spire Wealth Management's DSL Position: Q3 2025 in Review

Spire Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2025, closing a stake of 4,000 shares — an estimated $49K sold.

Spire Wealth Management first reported a position in DSL in Q1 2021 and held it in 18 quarters. The position peaked at $1.49M in Q4 2021. 169 funds tracked by Wall St. Rank hold DSL as of Q3 2025.

Spire Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 4,000 DoubleLine Income Solutions Fund shares in Q3 2025, an estimated $49K.
Spire Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2021 and held it in 18 quarters.
Spire Wealth Management's DoubleLine Income Solutions Fund position peaked at $1.49M in Q4 2021.
169 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.