United Advisor Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

United Advisor Group’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	$343K	Hold	31,642	–	–	0.04%	365
2025 Q4	$357K	Sell	31,642 -67	-0.2%	-$774	0.04%	341
2025 Q3	$389K	Sell	31,709 -2,144	-6%	-$26.3K	0.05%	310
2025 Q2	$414K	Sell	33,853 -9,785	-22%	-$118K	0.07%	256
2025 Q1	$550K	Buy	43,638 +73	+0.2%	+$925	0.11%	173
2024 Q4	$548K	Sell	43,565 -2,738	-6%	-$34.8K	0.11%	184
2024 Q3	$601K	Buy	46,303 +1,445	+3%	+$18.5K	0.14%	155
2024 Q2	$562K	Buy	44,858 +5,432	+14%	+$67.6K	0.17%	121
2024 Q1	$501K	Buy	+39,426	New	+$495K	0.19%	115

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

United Advisor Group's DSL Position: Q1 2026 in Review

United Advisor Group held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 31,642 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #365.

United Advisor Group first reported a position in DSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $601K in Q3 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

United Advisor Group held 31,642 shares of DoubleLine Income Solutions Fund worth $343K as of Q1 2026.
United Advisor Group left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #365 holding.
United Advisor Group first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's DoubleLine Income Solutions Fund position peaked at $601K in Q3 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.