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 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

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

United Advisor Group's DSL Position: Q2 2026 in Review

United Advisor Group reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.4% in Q2 2026, selling an estimated $1.38K and leaving 31,516 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #388.

United Advisor Group first reported a position in DSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $601K in Q3 2024. 168 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

United Advisor Group held 31,516 shares of DoubleLine Income Solutions Fund worth $349K as of Q2 2026.
United Advisor Group sold 126 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $1.38K.
DoubleLine Income Solutions Fund made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #388 holding.
United Advisor Group first reported a position in DoubleLine Income Solutions Fund in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's DoubleLine Income Solutions Fund position peaked at $601K in Q3 2024.
168 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.