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 Q2	$53.2M	Buy	1,084,082 +36,507	+3%	+$1.79M	1.93%	16
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 $85.1B AUM 27.35% 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

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Advocacy Wealth Management Services's DMBS Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its DoubleLine Mortgage ETF (DMBS) stake by 3.5% in Q2 2026, buying an estimated $1.79M and bringing the position to 1,084,082 shares worth $53.2M. The position accounts for 1.93% of the portfolio, ranked #16.

Advocacy Wealth Management Services first reported a position in DMBS in Q1 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Advocacy Wealth Management Services held 1,084,082 shares of DoubleLine Mortgage ETF worth $53.2M as of Q2 2026.
Advocacy Wealth Management Services bought 36,507 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $1.79M.
DoubleLine Mortgage ETF made up 1.93% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #16 holding.
Advocacy Wealth Management Services first reported a position in DoubleLine Mortgage ETF in Q1 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.