WealthPLAN Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

WealthPLAN 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	$132K	Sell	12,175 -1,300	-10%	-$14.6K	0.03%	216
2025 Q4	$152K	Sell	13,475 -100	-0.7%	-$1.16K	0.02%	269
2025 Q3	$167K	Hold	13,575	–	–	0.03%	246
2025 Q2	$166K	Hold	13,575	–	–	0.03%	251
2025 Q1	$171K	Hold	13,575	–	–	0.02%	243
2024 Q4	$171K	Sell	13,575 -599	-4%	-$7.61K	0.02%	236
2024 Q3	$184K	Buy	14,174 +2,475	+21%	+$31.6K	0.02%	250
2024 Q2	$146K	Sell	11,699 -200	-2%	-$2.49K	0.02%	292
2024 Q1	$151K	Buy	11,899 +1,000	+9%	+$12.6K	0.02%	296
2023 Q4	$133K	Hold	10,899	–	–	0.01%	311
2023 Q3	$128K	Hold	10,899	–	–	0.01%	305
2023 Q2	$130K	Hold	10,899	–	–	0.02%	354
2023 Q1	$124K	Hold	10,899	–	–	0.01%	380
2022 Q4	$134K	Buy	+10,899	New	+$124K	0.01%	382
2016 Q3	$9.47K	Sell	500 -500	-50%	-$9.51K	﹤0.01%	611
2016 Q2	$9.18K	Buy	+1,000	New	+$17.8K	﹤0.01%	1780

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

WealthPLAN Partners's DSL Position: Q1 2026 in Review

WealthPLAN Partners reduced its DoubleLine Income Solutions Fund (DSL) stake by 9.6% in Q1 2026, selling an estimated $14.6K and leaving 12,175 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #216.

WealthPLAN Partners first reported a position in DSL in Q2 2016 and has held it in 16 quarters since. The position peaked at $184K in Q3 2024. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

WealthPLAN Partners held 12,175 shares of DoubleLine Income Solutions Fund worth $132K as of Q1 2026.
WealthPLAN Partners sold 1,300 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $14.6K.
DoubleLine Income Solutions Fund made up 0.03% of WealthPLAN Partners's portfolio in Q1 2026, its #216 holding.
WealthPLAN Partners first reported a position in DoubleLine Income Solutions Fund in Q2 2016 and has held it in 16 quarters since.
WealthPLAN Partners's DoubleLine Income Solutions Fund position peaked at $184K in Q3 2024.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.