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WealthTrak Capital Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

WealthTrak Capital Management’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 		$217K Buy
+4,427
New +$217K 0.14% 77
2025
Q3 		– Sell
-491
Closed -$24.1K – 304
2025
Q2 		$24.1K Buy
+491
New +$23.8K 0.02% 131

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

WealthTrak Capital Management's DMBS Position: Q2 2026 in Review

WealthTrak Capital Management opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 4,427 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #77 among its holdings. This is a return to the name: WealthTrak Capital Management previously reported a position in DMBS as recently as Q2 2025.

WealthTrak Capital Management first reported a position in DMBS in Q2 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • WealthTrak Capital Management held 4,427 shares of DoubleLine Mortgage ETF worth $217K as of Q2 2026.
  • DoubleLine Mortgage ETF was a new WealthTrak Capital Management position in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.14% of WealthTrak Capital Management's portfolio in Q2 2026, its #77 holding.
  • WealthTrak Capital Management first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.