IFPG
DMX

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
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 $228M AUM 11.95% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $223M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Intrepid Financial Planning Group's DMX Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its DoubleLine Multi-Sector Income ETF (DMX) stake by 13% in Q1 2026, buying an estimated $114K and bringing the position to 19,269 shares worth $965K. The position accounts for 0.39% of the portfolio, ranked #57.

Intrepid Financial Planning Group first reported a position in DMX in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold DMX as of Q1 2026.

  • Intrepid Financial Planning Group held 19,269 shares of DoubleLine Multi-Sector Income ETF worth $965K as of Q1 2026.
  • Intrepid Financial Planning Group bought 2,255 DoubleLine Multi-Sector Income ETF shares in Q1 2026, an estimated $114K.
  • DoubleLine Multi-Sector Income ETF made up 0.39% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #57 holding.
  • Intrepid Financial Planning Group first reported a position in DoubleLine Multi-Sector Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.