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 Q3	$3.23M	Buy	69,682 +7,112	+11%	+$342K	3.05%	7
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

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

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

Puff Wealth Management's DMBS Position: Q3 2026 in Review

Puff Wealth Management increased its DoubleLine Mortgage ETF (DMBS) stake by 11% in Q3 2026, buying an estimated $342K and bringing the position to 69,682 shares worth $3.23M. The position accounts for 3.05% of the portfolio, ranked #7.

Puff Wealth Management first reported a position in DMBS in Q4 2024 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Puff Wealth Management held 69,682 shares of DoubleLine Mortgage ETF worth $3.23M as of Q3 2026.
Puff Wealth Management bought 7,112 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $342K.
DoubleLine Mortgage ETF made up 3.05% of Puff Wealth Management's portfolio in Q3 2026, its #7 holding.
Puff Wealth Management first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.