CCA
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Cravens & Co Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Cravens & Co 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
Q3 		– Sell
-24,157
Closed -$1.17M – 61
2024
Q2 		$1.17M Sell
24,157
-388
-2% -$18.6K 0.87% 22
2024
Q1 		$1.2M Buy
24,545
+1,275
+5% +$62.1K 0.99% 21
2023
Q4 		$1.15M Sell
23,270
-1,390
-6% -$65.8K 0.99% 18
2023
Q3 		$1.16M Buy
24,660
+423
+2% +$20.5K 1.09% 16
2023
Q2 		$1.2M Buy
+24,237
New +$1.2M 1.1% 15

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Cravens & Co Advisors's DMBS Position: Q3 2024 in Review

Cravens & Co Advisors sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2024, closing a stake of 24,157 shares — an estimated $1.17M sold.

Cravens & Co Advisors first reported a position in DMBS in Q2 2023 and held it in 5 quarters. The position peaked at $1.2M in Q2 2023. 51 funds tracked by Wall St. Rank hold DMBS as of Q3 2024.

  • Cravens & Co Advisors reported no remaining DoubleLine Mortgage ETF position as of Q3 2024 after selling out during the quarter.
  • Cravens & Co Advisors sold 24,157 DoubleLine Mortgage ETF shares in Q3 2024, an estimated $1.17M.
  • Cravens & Co Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2023 and held it in 5 quarters.
  • Cravens & Co Advisors's DoubleLine Mortgage ETF position peaked at $1.2M in Q2 2023.
  • 51 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2024.

Based on Cravens & Co Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.