Steward Partners Investment Advisory’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Steward Partners Investment Advisory’s Portfolio DMX Stock Details DMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Buy	+2,989	New	+$150K	﹤0.01%	2384

Other funds holding DMX

Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $241M AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Steward Partners Investment Advisory's DMX Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in DoubleLine Multi-Sector Income ETF (DMX) in Q2 2026: 2,989 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #2384 among its holdings.

20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

Steward Partners Investment Advisory held 2,989 shares of DoubleLine Multi-Sector Income ETF worth $150K as of Q2 2026.
DoubleLine Multi-Sector Income ETF was a new Steward Partners Investment Advisory position in Q2 2026.
DoubleLine Multi-Sector Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2384 holding.
20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.