Global Wealth Management Investment Advisory’s DoubleLine Mortgage ETF DMBS Stock Holding History

Global Wealth Management Investment Advisory’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	$4.23M	Buy	86,194 +1,331	+2%	+$65.4K	0.6%	61
2026 Q1	$4.19M	Buy	84,863 +19,232	+29%	+$958K	0.66%	61
2025 Q4	$3.26M	Buy	65,631 +4,581	+8%	+$228K	0.52%	68
2025 Q3	$3.03M	Buy	61,050 +2,138	+4%	+$105K	0.51%	72
2025 Q2	$2.89M	Buy	58,912 +532	+0.9%	+$25.8K	0.54%	64
2025 Q1	$2.86M	Buy	+58,380	New	+$2.83M	0.57%	61

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 22.9% 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 $2.27B AUM 16.1% 1-Year Est. Return

Global Wealth Management Investment Advisory's DMBS Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its DoubleLine Mortgage ETF (DMBS) stake by 1.6% in Q2 2026, buying an estimated $65.4K and bringing the position to 86,194 shares worth $4.23M. The position accounts for 0.6% of the portfolio, ranked #61.

Global Wealth Management Investment Advisory first reported a position in DMBS in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Global Wealth Management Investment Advisory held 86,194 shares of DoubleLine Mortgage ETF worth $4.23M as of Q2 2026.
Global Wealth Management Investment Advisory bought 1,331 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $65.4K.
DoubleLine Mortgage ETF made up 0.6% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #61 holding.
Global Wealth Management Investment Advisory first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.