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 Q3	$2.95M	Buy	63,760 +4,962	+8%	+$238K	1.81%	16
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 $7B AUM 14.85% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Cushing Capital Partners's DMBS Position: Q3 2026 in Review

Cushing Capital Partners increased its DoubleLine Mortgage ETF (DMBS) stake by 8.4% in Q3 2026, buying an estimated $238K and bringing the position to 63,760 shares worth $2.95M. The position accounts for 1.81% of the portfolio, ranked #16.

Cushing Capital Partners first reported a position in DMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q3 2025. 34 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Cushing Capital Partners held 63,760 shares of DoubleLine Mortgage ETF worth $2.95M as of Q3 2026.
Cushing Capital Partners bought 4,962 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $238K.
DoubleLine Mortgage ETF made up 1.81% of Cushing Capital Partners's portfolio in Q3 2026, its #16 holding.
Cushing Capital Partners first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 8 quarters since.
Cushing Capital Partners's DoubleLine Mortgage ETF position peaked at $3.12M in Q3 2025.
34 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.