Woodard & Company Asset Management Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Woodard & Company Asset Management 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	–	Sell	-10,350	Closed	-$117K	–	181
2025 Q4	$117K	Hold	10,350	–	–	0.02%	116
2025 Q3	$127K	Hold	10,350	–	–	0.02%	110
2025 Q2	$127K	Hold	10,350	–	–	0.02%	104
2025 Q1	$131K	Hold	10,350	–	–	0.03%	105
2024 Q4	$130K	Buy	+10,350	New	+$132K	0.03%	98

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

Woodard & Company Asset Management Group's DSL Position: Q1 2026 in Review

Woodard & Company Asset Management Group sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2026, closing a stake of 10,350 shares — an estimated $117K sold.

Woodard & Company Asset Management Group first reported a position in DSL in Q4 2024 and held it in 5 quarters. The position peaked at $131K in Q1 2025. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Woodard & Company Asset Management Group reported no remaining DoubleLine Income Solutions Fund position as of Q1 2026 after selling out during the quarter.
Woodard & Company Asset Management Group sold 10,350 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $117K.
Woodard & Company Asset Management Group first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and held it in 5 quarters.
Woodard & Company Asset Management Group's DoubleLine Income Solutions Fund position peaked at $131K in Q1 2025.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.