Global Wealth Management Investment Advisory, Inc. DABS β€” DOUBLELINE ETF TRUST

Ownership history in Global Wealth Management Investment Advisory, Inc.  Β·  2 quarters on record

AI Ownership Summary

Global Wealth Management Investment Advisory, Inc. reported DOUBLELINE ETF TRUST (DABS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.64% in 2026 Q1. The latest visible filing shows DABS at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DABS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Management Investment Advisory, Inc.'s position in DOUBLELINE ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DABS was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DABS stock page Global Wealth Management Investment Advisory, Inc. fund profile Global Wealth Management Investment Advisory, Inc. full holdings
How Global Wealth Management Investment Advisory, Inc. held DABS β€” position size vs. price
% of Fund (quarterly)    DABS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 81,918 +1,141 +1.4% 0.59% $4.2M 2026-07-29 $50.04
2026 Q1 INITIATED β€” β€” β€” 80,777 β€” β€” 0.64% $4.1M 2026-05-01 $49.69

🏒 Other funds also holding DABS

As of 2026 Q2 β€” sorted by position size

BEAM WEALTH ADVISORS, INC. 3Y 4.22% Paladin Wealth, LLC 1.33% Brown Financial Advisors 1.23% Asset Advisors Investment Management, LLC 3Y 7Y 1.09% Mattson Financial Services, LLC 0.95% Gradient Investments LLC 3Y 7Y 0.85% Walser Wealth Management Company, A Ltd Liability Co 0.14% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.12% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Legacy Capital Group California, Inc. 3Y 0.08%

FAQ About Global Wealth Management Investment Advisory, Inc. and DABS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Management Investment Advisory, Inc. reported owning DABS?

Global Wealth Management Investment Advisory, Inc. reported DABS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported DABS position in Global Wealth Management Investment Advisory, Inc.'s portfolio?

The largest reported portfolio weight for DABS was 0.64% in 2026 Q1.

What is the latest reported DABS position on this page?

The most recent filing on this page is 2026 Q2, when Global Wealth Management Investment Advisory, Inc. reported 81,918 shares, equal to 0.59% of portfolio, with an estimated market value of $4.2M.

What does the chart on this DABS ownership page compare?

The chart compares Global Wealth Management Investment Advisory, Inc.'s quarterly DABS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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