Advocacy Wealth Management Services’s DoubleLine Mortgage ETF DMBS Stock Holding History

Advocacy Wealth Management Services’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 Q1	$51.7M	Buy	1,047,575 +71,079	+7%	+$3.54M	2.29%	13
2025 Q4	$48.5M	Buy	+976,496	New	+$48.6M	2.03%	14
2025 Q1	–	Sell	-5,420	Closed	-$261K	–	56
2024 Q4	$261K	Sell	5,420 -806,787	-99%	-$39.4M	0.02%	52
2024 Q3	$40.9M	Buy	812,207 +10,309	+1%	+$512K	3.21%	11
2024 Q2	$38.7M	Buy	801,898 +13,090	+2%	+$627K	3.19%	11
2024 Q1	$38.4M	Buy	+788,808	New	+$38.4M	3.3%	10

Other funds holding DMBS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Astoria Portfolio Advisors New York $468M AUM 21.04% 1-Year Est. Return