Beam Wealth Advisors’s DoubleLine Asset-Backed Securities ETF DABS Stock Holding History

Beam Wealth Advisors’s Portfolio DABS Stock Details DABS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.8M	Buy	378,316 +13,144	+4%	+$661K	4.07%	5
2026 Q2	$18.5M	Buy	365,172 +31,661	+9%	+$1.6M	4.08%	5
2026 Q1	$16.9M	Buy	333,511 +57,132	+21%	+$2.91M	4.22%	5
2025 Q4	$14.1M	Buy	276,379 +22,905	+9%	+$1.17M	3.86%	4
2025 Q3	$12.9M	Buy	+253,474	New	+$12.9M	3.53%	4

Other funds holding DABS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Beam Wealth Advisors's DABS Position: Q3 2026 in Review

Beam Wealth Advisors increased its DoubleLine Asset-Backed Securities ETF (DABS) stake by 3.6% in Q3 2026, buying an estimated $661K and bringing the position to 378,316 shares worth $18.8M. The position accounts for 4.07% of the portfolio, ranked #5.

Beam Wealth Advisors first reported a position in DABS in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold DABS as of Q3 2026.

Beam Wealth Advisors held 378,316 shares of DoubleLine Asset-Backed Securities ETF worth $18.8M as of Q3 2026.
Beam Wealth Advisors bought 13,144 DoubleLine Asset-Backed Securities ETF shares in Q3 2026, an estimated $661K.
DoubleLine Asset-Backed Securities ETF made up 4.07% of Beam Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Beam Wealth Advisors first reported a position in DoubleLine Asset-Backed Securities ETF in Q3 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held DoubleLine Asset-Backed Securities ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.