Sowell Financial Services LLC

Position in DSL — DoubleLine Income Solutions Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in DSL

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$279,489

-$10,803 QoQ

Shares Held

25,807

+0.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. DSL ranks #32 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	712,301	$7,194,240
2	LIEN	Chicago Atlantic BDC, Inc.	493,437	$4,608,701
3	BN	BROOKFIELD Corp /ON/	104,600	$4,233,162
4	FLC	Flaherty & Crumrine Total Return Fund Inc	207,722	$3,448,185
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	116,232	$1,800,433
6	JQC	Nuveen Credit Strategies Income Fund	364,246	$1,773,878
7	BX	Blackstone Inc.	13,378	$1,538,336
8	UTG	Reaves Utility Income Fund	39,143	$1,537,537

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$279,489	25,807	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$290,292	25,758	+2.2%	Shares	Sole	2026-01-21
2025-09-30	$309,566	25,209	+2.0%	Shares	Sole	2025-10-17
2025-06-30	$302,438	24,709	-67.2%	Shares	Sole	2025-07-14
2025-03-31	$949,293	75,281	+155.2%	Shares	Sole	2025-04-17
2024-12-31	$370,764	29,496	-10.0%	Shares	Sole	2025-02-07
2024-09-30	$425,289	32,765	+1.0%	Shares	Sole	2024-10-04
2024-06-30	$406,086	32,435	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$407,708	32,103	-25.1%	Shares	Sole	2024-05-03
2023-12-31	$524,361	42,840	-7.3%	Shares	Sole	2024-01-24
2023-09-30	$541,874	46,235	+9.5%	Shares	Sole	2023-11-08
2023-06-30	$503,054	42,238	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$482,758	42,459	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$467,376	42,144	+17.8%	Shares	Sole	2023-02-09
2022-09-30	$386,229	35,762	+5.1%	Shares	Sole	2022-11-15
2022-06-30	$412,589	34,014	-19.7%	Shares	Sole	2022-08-15
2021-12-31	$682,827	42,359	+27.4%	Shares	Sole	2022-02-09
2021-09-30	$590,271	33,236	+41.4%	Shares	Sole	2021-11-04
2021-06-30	$425,241	23,507	-41.7%	Shares	Sole	2021-08-05
2021-03-31	$731,829	40,299	+194.5%	Shares	Sole	2021-05-07
2020-12-31	$226,864	13,683	-1.9%	Shares	Sole	2021-01-13
2020-09-30	$223,543	13,954	+31.8%	Shares	Sole	2020-11-12
2020-06-30	$162,706	10,586	+12654.2%	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.