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Latitude Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Latitude Advisors’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 		$689K Buy
14,045
+2,987
+27% +$147K 0.27% 90
2026
Q1 		$546K Buy
11,058
+2,370
+27% +$118K 0.25% 98
2025
Q4 		$431K Buy
8,688
+1,844
+27% +$91.8K 0.19% 120
2025
Q3 		$340K Sell
6,844
-1,449
-17% -$71.3K 0.16% 133
2025
Q2 		$407K Buy
8,293
+838
+11% +$40.6K 0.2% 110
2025
Q1 		$366K Buy
7,455
+1,704
+30% +$82.6K 0.21% 112
2024
Q4 		$277K Sell
5,751
-197
-3% -$9.63K 0.16% 143
2024
Q3 		$300K Buy
+5,948
New +$295K 0.17% 132

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Latitude Advisors's DMBS Position: Q2 2026 in Review

Latitude Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 27% in Q2 2026, buying an estimated $147K and bringing the position to 14,045 shares worth $689K. The position accounts for 0.27% of the portfolio, ranked #90.

Latitude Advisors first reported a position in DMBS in Q3 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Latitude Advisors held 14,045 shares of DoubleLine Mortgage ETF worth $689K as of Q2 2026.
  • Latitude Advisors bought 2,987 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $147K.
  • DoubleLine Mortgage ETF made up 0.27% of Latitude Advisors's portfolio in Q2 2026, its #90 holding.
  • Latitude Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.