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

Apollon 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
Q3 		$2.38M Sell
51,341
-30,912
-38% -$1.49M 0.03% 445
2026
Q2 		$4.04M Buy
+82,253
New +$4.04M 0.05% 315

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Evergreen Capital Management
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Signal Advisors Wealth
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Park Avenue Securities
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Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
AMI Investment Management
AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return
TPG Financial Advisors
TPG Financial Advisors Portland, Oregon $340M AUM 6.7% 1-Year Est. Return
CFG
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Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Apollon Wealth Management's DMBS Position: Q3 2026 in Review

Apollon Wealth Management reduced its DoubleLine Mortgage ETF (DMBS) stake by 38% in Q3 2026, selling an estimated $1.49M and leaving 51,341 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #445.

Apollon Wealth Management first reported a position in DMBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.04M in Q2 2026. 59 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Apollon Wealth Management held 51,341 shares of DoubleLine Mortgage ETF worth $2.38M as of Q3 2026.
  • Apollon Wealth Management sold 30,912 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $1.49M.
  • DoubleLine Mortgage ETF made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #445 holding.
  • Apollon Wealth Management first reported a position in DoubleLine Mortgage ETF in Q2 2026 and has held it in 2 quarters since.
  • Apollon Wealth Management's DoubleLine Mortgage ETF position peaked at $4.04M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.