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Summit Financial’s DoubleLine Mortgage ETF DMBS Stock Holding History

Summit Financial’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 		– Sell
-16,793
Closed -$829K – 1591
2026
Q1 		$829K Buy
16,793
+1,490
+10% +$74.2K 0.01% 834
2025
Q4 		$760K Buy
15,303
+5,438
+55% +$271K 0.01% 753
2025
Q3 		$490K Buy
+9,865
New +$485K 0.01% 887

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

Summit Financial's DMBS Position: Q2 2026 in Review

Summit Financial sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2026, closing a stake of 16,793 shares — an estimated $829K sold.

Summit Financial first reported a position in DMBS in Q3 2025 and held it in 3 quarters. The position peaked at $829K in Q1 2026. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Summit Financial reported no remaining DoubleLine Mortgage ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 16,793 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $829K.
  • Summit Financial first reported a position in DoubleLine Mortgage ETF in Q3 2025 and held it in 3 quarters.
  • Summit Financial's DoubleLine Mortgage ETF position peaked at $829K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.