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Waterfront Wealth’s DoubleLine Mortgage ETF DMBS Stock Holding History

Waterfront 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 		– Sell
-4,264
Closed -$211K – 299
2026
Q1 		$211K Buy
+4,264
New +$212K 0.04% 273

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Waterfront Wealth's DMBS Position: Q2 2026 in Review

Waterfront Wealth sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2026, closing a stake of 4,264 shares — an estimated $211K sold.

Waterfront Wealth first reported a position in DMBS in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 43 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Waterfront Wealth reported no remaining DoubleLine Mortgage ETF position as of Q2 2026 after selling out during the quarter.
  • Waterfront Wealth sold 4,264 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $211K.
  • Waterfront Wealth first reported a position in DoubleLine Mortgage ETF in Q1 2026 and held it in 1 quarter.
  • Waterfront Wealth's DoubleLine Mortgage ETF position peaked at $211K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.