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AE Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

AE Wealth Management’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 		$282K Buy
5,754
+1,059
+23% +$52K ﹤0.01% 1522
2026
Q1 		$232K Buy
4,695
+362
+8% +$18K ﹤0.01% 1526
2025
Q4 		$215K Sell
4,333
-377
-8% -$18.8K ﹤0.01% 1489
2025
Q3 		$234K Sell
4,710
-206
-4% -$10.1K ﹤0.01% 1318
2025
Q2 		$241K Sell
4,916
-307
-6% -$14.9K ﹤0.01% 1220
2025
Q1 		$256K Sell
5,223
-66
-1% -$3.2K ﹤0.01% 1161
2024
Q4 		$254K Sell
5,289
-939
-15% -$45.9K ﹤0.01% 1169
2024
Q3 		$314K Sell
6,228
-817
-12% -$40.5K ﹤0.01% 1011
2024
Q2 		$340K Sell
7,045
-338
-5% -$16.2K ﹤0.01% 990
2024
Q1 		$360K Sell
7,383
-83,203
-92% -$4.05M ﹤0.01% 908
2023
Q4 		$4.43M Buy
+90,586
New +$4.29M 0.02% 638

Other funds holding DMBS

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

AE Wealth Management's DMBS Position: Q2 2026 in Review

AE Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 23% in Q2 2026, buying an estimated $52K and bringing the position to 5,754 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

AE Wealth Management first reported a position in DMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2023. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • AE Wealth Management held 5,754 shares of DoubleLine Mortgage ETF worth $282K as of Q2 2026.
  • AE Wealth Management bought 1,059 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $52K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1522 holding.
  • AE Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 11 quarters since.
  • AE Wealth Management's DoubleLine Mortgage ETF position peaked at $4.43M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.