Advisornet Financial’s DoubleLine Mortgage ETF DMBS Stock Holding History

Advisornet Financial’s Portfolio DMBS Stock Details DMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.5K	Buy	357 +3	+0.8%	+$147	﹤0.01%	1431
2026 Q1	$17.5K	Hold	354	–	–	﹤0.01%	1376
2025 Q4	$17.6K	Buy	354 +4	+1%	+$199	﹤0.01%	1379
2025 Q3	$17.4K	Buy	350 +1	+0.3%	+$49	﹤0.01%	1349
2025 Q2	$17.1K	Hold	349	–	–	﹤0.01%	1329
2025 Q1	$17.1K	Buy	+349	New	+$16.9K	﹤0.01%	1250

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Advisornet Financial's DMBS Position: Q2 2026 in Review

Advisornet Financial increased its DoubleLine Mortgage ETF (DMBS) stake by 0.85% in Q2 2026, buying an estimated $147 and bringing the position to 357 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Advisornet Financial first reported a position in DMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.6K in Q4 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Advisornet Financial held 357 shares of DoubleLine Mortgage ETF worth $17.5K as of Q2 2026.
Advisornet Financial bought 3 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $147.
DoubleLine Mortgage ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1431 holding.
Advisornet Financial first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's DoubleLine Mortgage ETF position peaked at $17.6K in Q4 2025.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.