CA
DMBS icon

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
Q3 		– Sell
-357
Closed -$17.5K – 3210
2026
Q2 		$17.5K Buy
+357
New +$17.5K ﹤0.01% 1855
2024
Q2 		– Sell
-1,423
Closed -$69.3K – 1846
2024
Q1 		$69.3K Buy
+1,423
New +$69.3K ﹤0.01% 989

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's DMBS Position: Q3 2026 in Review

CoreCap Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2026, closing a stake of 357 shares — an estimated $17.5K sold.

CoreCap Advisors first reported a position in DMBS in Q1 2024 and held it in 2 quarters. The position peaked at $69.3K in Q1 2024. 10 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • CoreCap Advisors reported no remaining DoubleLine Mortgage ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 357 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $17.5K.
  • CoreCap Advisors first reported a position in DoubleLine Mortgage ETF in Q1 2024 and held it in 2 quarters.
  • CoreCap Advisors's DoubleLine Mortgage ETF position peaked at $69.3K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.