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Puff Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Puff Wealth Management’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 		$3.07M Buy
+62,570
New +$3.07M 3.13% 8
2025
Q4 		$1.06M Buy
+21,337
New +$1.06M 1.37% 25
2025
Q3 		– Sell
-25,792
Closed -$1.27M – 79
2025
Q2 		$1.27M Buy
25,792
+11,261
+77% +$546K 0.92% 28
2025
Q1 		$713K Buy
14,531
+166
+1% +$8.05K 0.67% 44
2024
Q4 		$691K Buy
+14,365
New +$702K 1.2% 28

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Puff Wealth Management's DMBS Position: Q2 2026 in Review

Puff Wealth Management opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 62,570 shares worth $3.07M. The stake represents 3.13% of the portfolio and ranks #8 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in DMBS as recently as Q4 2025.

Puff Wealth Management first reported a position in DMBS in Q4 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Puff Wealth Management held 62,570 shares of DoubleLine Mortgage ETF worth $3.07M as of Q2 2026.
  • DoubleLine Mortgage ETF was a new Puff Wealth Management position in Q2 2026.
  • DoubleLine Mortgage ETF made up 3.13% of Puff Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Puff Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.