Intrepid Financial Planning Group’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Intrepid Financial Planning Group’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	$984K	Buy	19,589 +320	+2%	+$16.1K	0.33%	56
2026 Q1	$965K	Buy	19,269 +2,255	+13%	+$114K	0.39%	57
2025 Q4	$860K	Buy	17,014 +1,696	+11%	+$85.6K	0.33%	58
2025 Q3	$777K	Buy	15,318 +7,348	+92%	+$371K	0.3%	60
2025 Q2	$402K	Buy	+7,970	New	+$396K	0.17%	82

Other funds holding DMX

HFA

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

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

Intrepid Financial Planning Group's DMX Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its DoubleLine Multi-Sector Income ETF (DMX) stake by 1.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 19,589 shares worth $984K. The position accounts for 0.33% of the portfolio, ranked #56.

Intrepid Financial Planning Group first reported a position in DMX in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

Intrepid Financial Planning Group held 19,589 shares of DoubleLine Multi-Sector Income ETF worth $984K as of Q2 2026.
Intrepid Financial Planning Group bought 320 DoubleLine Multi-Sector Income ETF shares in Q2 2026, an estimated $16.1K.
DoubleLine Multi-Sector Income ETF made up 0.33% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #56 holding.
Intrepid Financial Planning Group first reported a position in DoubleLine Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.