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Clear Point Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-5
Closed -$258 – 217
2024
Q3 		$258 Hold
5
– – ﹤0.01% 527
2024
Q2 		$244 Hold
5
– – ﹤0.01% 525
2024
Q1 		$243 Buy
+5
New +$243 ﹤0.01% 525

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Clear Point Advisors's DMBS Position: Q4 2024 in Review

Clear Point Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q4 2024, closing a stake of 5 shares — an estimated $258 sold.

Clear Point Advisors first reported a position in DMBS in Q1 2024 and held it in 3 quarters. The position peaked at $258 in Q3 2024. 57 funds tracked by Wall St. Rank hold DMBS as of Q4 2024.

  • Clear Point Advisors reported no remaining DoubleLine Mortgage ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 5 DoubleLine Mortgage ETF shares in Q4 2024, an estimated $258.
  • Clear Point Advisors first reported a position in DoubleLine Mortgage ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's DoubleLine Mortgage ETF position peaked at $258 in Q3 2024.
  • 57 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.