SeaCrest Wealth Management, LLC
Position in DSL — DoubleLine Income Solutions Fund
CIK 1728121
PURCHASE, NY
Position in DSL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$245,255
+$69,690 QoQ
Shares Held
22,175
+36.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 11 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. DSL ranks #33 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in DSL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,255 | 22,175 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $175,565 | 16,211 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $193,066 | 17,131 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,823 | 16,598 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $190,270 | 15,545 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $197,712 | 15,679 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $144,680 | 11,510 | Shares | Sole | 2025-01-14 | |
| 2022-12-31 | $198,133 | 17,866 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $189,982 | 17,591 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $209,400 | 17,263 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $716,213 | 49,326 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $543,389 | 33,709 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $208,062 | 12,549 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $289,513 | 18,072 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $291,384 | 18,958 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $238,479 | 17,877 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||