Stapp Wealth Management’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Stapp Wealth Management’s Portfolio DCRE Stock Details DCRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.18M	Sell	42,702 -332	-0.8%	-$17.1K	2.82%	13
2026 Q2	$2.23M	Buy	43,034 +695	+2%	+$36K	2.91%	12
2026 Q1	$2.2M	Buy	42,339 +6,613	+19%	+$344K	2.81%	11
2025 Q4	$1.85M	Buy	35,726 +1,525	+4%	+$79.4K	2.39%	12
2025 Q3	$1.78M	Buy	34,201 +1,306	+4%	+$67.9K	2.39%	12
2025 Q2	$1.71M	Sell	32,895 -6,662	-17%	-$345K	2.46%	11
2025 Q1	$2.05M	Buy	+39,557	New	+$2.04M	3.16%	13

Other funds holding DCRE

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Stapp Wealth Management's DCRE Position: Q3 2026 in Review

Stapp Wealth Management reduced its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 0.77% in Q3 2026, selling an estimated $17.1K and leaving 42,702 shares worth $2.18M. The position accounts for 2.82% of the portfolio, ranked #13.

Stapp Wealth Management first reported a position in DCRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2026. 22 funds tracked by Wall St. Rank hold DCRE as of Q3 2026.

Stapp Wealth Management held 42,702 shares of DoubleLine Commercial Real Estate Debt ETF worth $2.18M as of Q3 2026.
Stapp Wealth Management sold 332 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2026, an estimated $17.1K.
DoubleLine Commercial Real Estate Debt ETF made up 2.82% of Stapp Wealth Management's portfolio in Q3 2026, its #13 holding.
Stapp Wealth Management first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2025 and has held it in 7 quarters since.
Stapp Wealth Management's DoubleLine Commercial Real Estate Debt ETF position peaked at $2.23M in Q2 2026.
22 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2026.

Based on Stapp Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.