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 Q3	$286K	Sell	28,584 -2,932	-9%	-$31K	0.03%	466
2026 Q2	$349K	Sell	31,516 -126	-0.4%	-$1.38K	0.04%	388
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Intellectus Partners San Francisco, California $602M AUM 39.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

United Advisor Group's DSL Position: Q3 2026 in Review

United Advisor Group reduced its DoubleLine Income Solutions Fund (DSL) stake by 9.3% in Q3 2026, selling an estimated $31K and leaving 28,584 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #466.

United Advisor Group first reported a position in DSL in Q1 2024 and has held it in 11 quarters since. The position peaked at $601K in Q3 2024. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

United Advisor Group held 28,584 shares of DoubleLine Income Solutions Fund worth $286K as of Q3 2026.
United Advisor Group sold 2,932 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $31K.
DoubleLine Income Solutions Fund made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #466 holding.
United Advisor Group first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's DoubleLine Income Solutions Fund position peaked at $601K in Q3 2024.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.