WWM
DMX

Walser Wealth Management’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Walser Wealth Management’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 		$917K Buy
18,256
+12,627
+224% +$634K 0.38% 65
2026
Q1 		$282K Buy
+5,629
New +$284K 0.13% 135

Other funds holding DMX

HFA
Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Walser Wealth Management's DMX Position: Q2 2026 in Review

Walser Wealth Management increased its DoubleLine Multi-Sector Income ETF (DMX) stake by 224% in Q2 2026, buying an estimated $634K and bringing the position to 18,256 shares worth $917K. The position accounts for 0.38% of the portfolio, ranked #65.

Walser Wealth Management first reported a position in DMX in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

  • Walser Wealth Management held 18,256 shares of DoubleLine Multi-Sector Income ETF worth $917K as of Q2 2026.
  • Walser Wealth Management bought 12,627 DoubleLine Multi-Sector Income ETF shares in Q2 2026, an estimated $634K.
  • DoubleLine Multi-Sector Income ETF made up 0.38% of Walser Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Walser Wealth Management first reported a position in DoubleLine Multi-Sector Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.