Gradient Investments
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Gradient Investments’s DoubleLine Mortgage ETF DMBS Stock Holding History

Gradient Investments’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 		$123M Sell
2,658,526
-422,575
-14% -$20.3M 1.76% 8
2026
Q2 		$151M Buy
3,081,101
+10,649
+0.3% +$523K 2.09% 3
2026
Q1 		$152M Buy
3,070,452
+417,018
+16% +$20.8M 2.35% 2
2025
Q4 		$132M Buy
2,653,434
+246,617
+10% +$12.3M 2.09% 6
2025
Q3 		$120M Buy
2,406,817
+531,491
+28% +$26.1M 2% 6
2025
Q2 		$92M Buy
1,875,326
+103,867
+6% +$5.03M 1.68% 7
2025
Q1 		$86.9M Sell
1,771,459
-488,945
-22% -$23.7M 1.75% 9
2024
Q4 		$109M Buy
2,260,404
+973,485
+76% +$47.6M 2.2% 6
2024
Q3 		$64.8M Sell
1,286,919
-357,571
-22% -$17.7M 1.35% 19
2024
Q2 		$79.3M Sell
1,644,490
-333,604
-17% -$16M 1.78% 10
2024
Q1 		$96.3M Buy
1,978,094
+120,222
+6% +$5.85M 2.23% 6
2023
Q4 		$91.9M Sell
1,857,872
-9,887
-0.5% -$468K 2.22% 6
2023
Q3 		$87.8M Buy
1,867,759
+46,336
+3% +$2.24M 2.32% 6
2023
Q2 		$90M Buy
+1,821,423
New +$90.6M 2.32% 6

Other funds holding DMBS

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
MPIA
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Gradient Investments's DMBS Position: Q3 2026 in Review

Gradient Investments reduced its DoubleLine Mortgage ETF (DMBS) stake by 14% in Q3 2026, selling an estimated $20.3M and leaving 2,658,526 shares worth $123M. The position accounts for 1.76% of the portfolio, ranked #8.

Gradient Investments first reported a position in DMBS in Q2 2023 and has held it in 14 quarters since. The position peaked at $152M in Q1 2026. 17 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Gradient Investments held 2,658,526 shares of DoubleLine Mortgage ETF worth $123M as of Q3 2026.
  • Gradient Investments sold 422,575 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $20.3M.
  • DoubleLine Mortgage ETF made up 1.76% of Gradient Investments's portfolio in Q3 2026, its #8 holding.
  • Gradient Investments first reported a position in DoubleLine Mortgage ETF in Q2 2023 and has held it in 14 quarters since.
  • Gradient Investments's DoubleLine Mortgage ETF position peaked at $152M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.