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CoreCap Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

CoreCap 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
2026
Q2 		$17.5K Buy
+357
New +$17.5K ﹤0.01% 1855
2024
Q2 		– Sell
-1,423
Closed -$69.3K – 1852
2024
Q1 		$69.3K Buy
+1,423
New +$69.3K ﹤0.01% 989

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return