Action Point Financial Planning’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Action Point Financial Planning’s Portfolio DBMF Stock Details DBMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Buy	+17,156	New	+$527K	0.05%	256

Other funds holding DBMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Action Point Financial Planning's DBMF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2026: 17,156 shares worth $524K. The stake represents 0.05% of the portfolio and ranks #256 among its holdings.

326 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Action Point Financial Planning held 17,156 shares of iMGP DBi Managed Futures Strategy ETF worth $524K as of Q2 2026.
iMGP DBi Managed Futures Strategy ETF was a new Action Point Financial Planning position in Q2 2026.
iMGP DBi Managed Futures Strategy ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #256 holding.
326 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.