Foundations Investment Advisors’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Foundations Investment Advisors’s Portfolio DMX Stock Details DMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.8M	Buy	553,897 +127,107	+30%	+$6.38M	0.29%	82
2026 Q1	$21.4M	Buy	426,790 +176,854	+71%	+$8.92M	0.26%	92
2025 Q4	$12.6M	Buy	249,936 +86,308	+53%	+$4.36M	0.17%	129
2025 Q3	$8.3M	Buy	163,628 +28,998	+22%	+$1.46M	0.12%	153
2025 Q2	$6.79M	Buy	134,630 +95,158	+241%	+$4.73M	0.11%	169
2025 Q1	$1.97M	Buy	+39,472	New	+$1.98M	0.04%	295

Other funds holding DMX

HFA

Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Foundations Investment Advisors's DMX Position: Q2 2026 in Review

Foundations Investment Advisors increased its DoubleLine Multi-Sector Income ETF (DMX) stake by 30% in Q2 2026, buying an estimated $6.38M and bringing the position to 553,897 shares worth $27.8M. The position accounts for 0.29% of the portfolio, ranked #82.

Foundations Investment Advisors first reported a position in DMX in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

Foundations Investment Advisors held 553,897 shares of DoubleLine Multi-Sector Income ETF worth $27.8M as of Q2 2026.
Foundations Investment Advisors bought 127,107 DoubleLine Multi-Sector Income ETF shares in Q2 2026, an estimated $6.38M.
DoubleLine Multi-Sector Income ETF made up 0.29% of Foundations Investment Advisors's portfolio in Q2 2026, its #82 holding.
Foundations Investment Advisors first reported a position in DoubleLine Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.