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WESPAC Advisors SoCal’s DoubleLine Mortgage ETF DMBS Stock Holding History

WESPAC Advisors SoCal’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
Q3 		$4.97M Buy
+107,340
New +$5.16M 0.9% 39

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WESPAC Advisors SoCal's DMBS Position: Q3 2026 in Review

WESPAC Advisors SoCal opened a new position in DoubleLine Mortgage ETF (DMBS) in Q3 2026: 107,340 shares worth $4.97M. The stake represents 0.9% of the portfolio and ranks #39 among its holdings.

10 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

  • WESPAC Advisors SoCal held 107,340 shares of DoubleLine Mortgage ETF worth $4.97M as of Q3 2026.
  • DoubleLine Mortgage ETF was a new WESPAC Advisors SoCal position in Q3 2026.
  • DoubleLine Mortgage ETF made up 0.9% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #39 holding.
  • 10 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.