Strategic Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Strategic Wealth Partners’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	$2.14M	Sell	197,329 -858	-0.4%	-$9.65K	0.15%	106
2025 Q4	$2.23M	Hold	198,187	–	–	0.15%	104
2025 Q3	$2.43M	Buy	198,187 +830	+0.4%	+$10.2K	0.18%	95
2025 Q2	$2.42M	Buy	+197,357	New	+$2.38M	0.19%	93
2024 Q4	$1.5M	Buy	116,757 +700	+0.6%	+$8.9K	0.12%	118
2024 Q3	$1.51M	Hold	116,057	–	–	0.14%	116
2024 Q2	$1.45M	Hold	116,057	–	–	0.15%	108
2024 Q1	$1.47M	Hold	116,057	–	–	0.16%	104
2023 Q4	$1.42M	Hold	116,057	–	–	0.18%	108
2023 Q3	$1.36M	Hold	116,057	–	–	0.18%	135
2023 Q2	$1.38M	Buy	+116,057	New	+$1.35M	0.18%	133

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

Strategic Wealth Partners's DSL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.43% in Q1 2026, selling an estimated $9.65K and leaving 197,329 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #106.

Strategic Wealth Partners first reported a position in DSL in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q3 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Strategic Wealth Partners held 197,329 shares of DoubleLine Income Solutions Fund worth $2.14M as of Q1 2026.
Strategic Wealth Partners sold 858 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $9.65K.
DoubleLine Income Solutions Fund made up 0.15% of Strategic Wealth Partners's portfolio in Q1 2026, its #106 holding.
Strategic Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's DoubleLine Income Solutions Fund position peaked at $2.43M in Q3 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.