Sowell Financial Services LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in DSL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$335,814
+$56,325 QoQ
Shares Held
30,363
+17.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 168 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. DSL ranks #32 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in DSL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,814 | 30,363 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $279,489 | 25,807 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $290,292 | 25,758 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $309,566 | 25,209 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $302,438 | 24,709 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $949,293 | 75,281 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $370,764 | 29,496 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $425,289 | 32,765 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $406,086 | 32,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $407,708 | 32,103 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $524,361 | 42,840 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $541,874 | 46,235 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $503,054 | 42,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,758 | 42,459 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $467,376 | 42,144 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $386,229 | 35,762 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $412,589 | 34,014 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $682,827 | 42,359 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $590,271 | 33,236 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $425,241 | 23,507 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $731,829 | 40,299 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $226,864 | 13,683 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $223,543 | 13,954 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $162,706 | 10,586 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,107 | 83 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||