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GWN Securities’s DoubleLine Mortgage ETF DMBS Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-6,635
Closed -$325K – 489
2025
Q1 		$325K Buy
+6,635
New +$322K 0.02% 558

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

GWN Securities's DMBS Position: Q2 2025 in Review

GWN Securities sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2025, closing a stake of 6,635 shares — an estimated $325K sold.

GWN Securities first reported a position in DMBS in Q1 2025 and held it in 1 quarter. The position peaked at $325K in Q1 2025. 69 funds tracked by Wall St. Rank hold DMBS as of Q2 2025.

  • GWN Securities reported no remaining DoubleLine Mortgage ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 6,635 DoubleLine Mortgage ETF shares in Q2 2025, an estimated $325K.
  • GWN Securities first reported a position in DoubleLine Mortgage ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's DoubleLine Mortgage ETF position peaked at $325K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.