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Signal Advisors Wealth’s DoubleLine Mortgage ETF DMBS Stock Holding History

Signal Advisors Wealth’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 		$18.7M Buy
380,753
+89,130
+31% +$4.38M 0.94% 21
2026
Q1 		$14.4M Buy
291,623
+4,463
+2% +$222K 0.99% 18
2025
Q4 		$14.3M Buy
287,160
+33,820
+13% +$1.68M 1.13% 19
2025
Q3 		$12.6M Buy
253,340
+49,227
+24% +$2.42M 1.14% 17
2025
Q2 		$10M Buy
204,113
+82,276
+68% +$3.99M 0.78% 31
2025
Q1 		$5.98M Buy
121,837
+102,701
+537% +$4.98M 0.58% 45
2024
Q4 		$920K Buy
19,136
+8,327
+77% +$407K 0.1% 190
2024
Q3 		$545K Buy
+10,809
New +$536K 0.08% 239

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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Signal Advisors Wealth's DMBS Position: Q2 2026 in Review

Signal Advisors Wealth increased its DoubleLine Mortgage ETF (DMBS) stake by 31% in Q2 2026, buying an estimated $4.38M and bringing the position to 380,753 shares worth $18.7M. The position accounts for 0.94% of the portfolio, ranked #21.

Signal Advisors Wealth first reported a position in DMBS in Q3 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Signal Advisors Wealth held 380,753 shares of DoubleLine Mortgage ETF worth $18.7M as of Q2 2026.
  • Signal Advisors Wealth bought 89,130 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $4.38M.
  • DoubleLine Mortgage ETF made up 0.94% of Signal Advisors Wealth's portfolio in Q2 2026, its #21 holding.
  • Signal Advisors Wealth first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.