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Pettinga Financial Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Pettinga Financial 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
Q3 		$612K Buy
+13,220
New +$635K 0.1% 95

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pettinga Financial Advisors's DMBS Position: Q3 2026 in Review

Pettinga Financial Advisors opened a new position in DoubleLine Mortgage ETF (DMBS) in Q3 2026: 13,220 shares worth $612K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

10 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • Pettinga Financial Advisors held 13,220 shares of DoubleLine Mortgage ETF worth $612K as of Q3 2026.
  • DoubleLine Mortgage ETF was a new Pettinga Financial Advisors position in Q3 2026.
  • DoubleLine Mortgage ETF made up 0.1% of Pettinga Financial Advisors's portfolio in Q3 2026, its #95 holding.
  • 10 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.