LWMI
DMX

Legacy Wealth Management (Idaho)’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Legacy Wealth Management (Idaho)’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 		$258K Buy
+5,127
New +$257K 0.11% 161

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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 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

Legacy Wealth Management (Idaho)'s DMX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in DoubleLine Multi-Sector Income ETF (DMX) in Q2 2026: 5,127 shares worth $258K. The stake represents 0.11% of the portfolio and ranks #161 among its holdings.

20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 5,127 shares of DoubleLine Multi-Sector Income ETF worth $258K as of Q2 2026.
  • DoubleLine Multi-Sector Income ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • DoubleLine Multi-Sector Income ETF made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #161 holding.
  • 20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.