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Peterson Financial Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

Peterson Financial Group’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
2024
Q3 		$129K Buy
+2,567
New +$127K 0.5% 48

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CCA
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AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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

Peterson Financial Group's DMBS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in DoubleLine Mortgage ETF (DMBS) in Q3 2024: 2,567 shares worth $129K. The stake represents 0.5% of the portfolio and ranks #48 among its holdings.

51 funds tracked by Wall St. Rank hold DMBS as of Q3 2024.

  • Peterson Financial Group held 2,567 shares of DoubleLine Mortgage ETF worth $129K as of Q3 2024.
  • DoubleLine Mortgage ETF was a new Peterson Financial Group position in Q3 2024.
  • DoubleLine Mortgage ETF made up 0.5% of Peterson Financial Group's portfolio in Q3 2024, its #48 holding.
  • 51 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.