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Ares Financial Consulting’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Ares Financial Consulting’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 		$690K Sell
22,547
-8,582
-28% -$264K 0.5% 37
2026
Q1 		$940K Sell
31,129
-3,541
-10% -$106K 0.74% 28
2025
Q4 		$973K Buy
+34,670
New +$989K 0.93% 22

Other funds holding DBMF

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Ares Financial Consulting's DBMF Position: Q2 2026 in Review

Ares Financial Consulting reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 28% in Q2 2026, selling an estimated $264K and leaving 22,547 shares worth $690K. The position accounts for 0.5% of the portfolio, ranked #37.

Ares Financial Consulting first reported a position in DBMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $973K in Q4 2025. 171 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Ares Financial Consulting held 22,547 shares of iMGP DBi Managed Futures Strategy ETF worth $690K as of Q2 2026.
  • Ares Financial Consulting sold 8,582 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $264K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.5% of Ares Financial Consulting's portfolio in Q2 2026, its #37 holding.
  • Ares Financial Consulting first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iMGP DBi Managed Futures Strategy ETF position peaked at $973K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.