Walled Lake Planning & Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Walled Lake Planning & 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
2026 Q1	$388K	Sell	35,833 -20,691	-37%	-$233K	0.11%	94
2025 Q4	$637K	Buy	56,524 +9,079	+19%	+$105K	0.2%	62
2025 Q3	$583K	Buy	47,445 +8,113	+21%	+$99.6K	0.19%	67
2025 Q2	$481K	Buy	39,332 +159	+0.4%	+$1.91K	0.16%	72
2025 Q1	$494K	Sell	39,173 -183	-0.5%	-$2.32K	0.18%	69
2024 Q4	$495K	Buy	39,356 +155	+0.4%	+$1.97K	0.18%	70
2024 Q3	$509K	Buy	39,201 +147	+0.4%	+$1.88K	0.19%	64
2024 Q2	$489K	Buy	39,054 +13,649	+54%	+$170K	0.2%	60
2024 Q1	$323K	Hold	25,405	–	–	0.13%	80
2023 Q4	$311K	Buy	25,405 +8,785	+53%	+$101K	0.14%	74
2023 Q3	$195K	Hold	16,620	–	–	0.1%	96
2023 Q2	$198K	Hold	16,620	–	–	0.1%	95
2023 Q1	$189K	Buy	+16,620	New	+$198K	0.1%	82
2021 Q4	–	Sell	-6,100	Closed	-$108K	–	158
2021 Q3	$108K	Hold	6,100	–	–	0.07%	111
2021 Q2	$110K	Hold	6,100	–	–	0.07%	106
2021 Q1	$111K	Hold	6,100	–	–	0.08%	103
2020 Q4	$101K	Hold	6,100	–	–	0.08%	101
2020 Q3	$98K	Buy	+6,100	New	+$97.7K	0.08%	97

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

Walled Lake Planning & Wealth Management's DSL Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 37% in Q1 2026, selling an estimated $233K and leaving 35,833 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #94.

Walled Lake Planning & Wealth Management first reported a position in DSL in Q3 2020 and has held it in 18 quarters since. The position peaked at $637K in Q4 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Walled Lake Planning & Wealth Management held 35,833 shares of DoubleLine Income Solutions Fund worth $388K as of Q1 2026.
Walled Lake Planning & Wealth Management sold 20,691 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $233K.
DoubleLine Income Solutions Fund made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #94 holding.
Walled Lake Planning & Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and has held it in 18 quarters since.
Walled Lake Planning & Wealth Management's DoubleLine Income Solutions Fund position peaked at $637K in Q4 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.