Cushing Capital Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Cushing Capital Partners’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	$2.89M	Buy	58,798 +1,326	+2%	+$65.1K	1.99%	15
2026 Q1	$2.84M	Sell	57,472 -4,155	-7%	-$207K	2.18%	14
2025 Q4	$3.06M	Sell	61,627 -1,221	-2%	-$60.8K	2.27%	11
2025 Q3	$3.12M	Buy	62,848 +7,183	+13%	+$353K	2.45%	8
2025 Q2	$2.73M	Sell	55,665 -3,577	-6%	-$173K	2.31%	10
2025 Q1	$2.91M	Buy	59,242 +9,694	+20%	+$470K	2.61%	7
2024 Q4	$2.38M	Buy	+49,548	New	+$2.42M	2.29%	13

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Cushing Capital Partners's DMBS Position: Q2 2026 in Review

Cushing Capital Partners increased its DoubleLine Mortgage ETF (DMBS) stake by 2.3% in Q2 2026, buying an estimated $65.1K and bringing the position to 58,798 shares worth $2.89M. The position accounts for 1.99% of the portfolio, ranked #15.

Cushing Capital Partners first reported a position in DMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q3 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Cushing Capital Partners held 58,798 shares of DoubleLine Mortgage ETF worth $2.89M as of Q2 2026.
Cushing Capital Partners bought 1,326 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $65.1K.
DoubleLine Mortgage ETF made up 1.99% of Cushing Capital Partners's portfolio in Q2 2026, its #15 holding.
Cushing Capital Partners first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 7 quarters since.
Cushing Capital Partners's DoubleLine Mortgage ETF position peaked at $3.12M in Q3 2025.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.