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Atomi Financial Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Atomi Financial Group’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
2025
Q1 		– Sell
-18,516
Closed -$484K – 1055
2024
Q4 		$484K Buy
+18,516
New +$504K 0.02% 493

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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Atomi Financial Group's DBMF Position: Q1 2025 in Review

Atomi Financial Group sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2025, closing a stake of 18,516 shares — an estimated $484K sold.

Atomi Financial Group first reported a position in DBMF in Q4 2024 and held it in 1 quarter. The position peaked at $484K in Q4 2024. 188 funds tracked by Wall St. Rank hold DBMF as of Q1 2025.

  • Atomi Financial Group reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 18,516 iMGP DBi Managed Futures Strategy ETF shares in Q1 2025, an estimated $484K.
  • Atomi Financial Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Atomi Financial Group's iMGP DBi Managed Futures Strategy ETF position peaked at $484K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.