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Atria Wealth Solutions’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-7,937
Closed -$223K – 1994
2024
Q3 		$223K Sell
7,937
-1,395
-15% -$39.8K ﹤0.01% 1712
2024
Q2 		$281K Buy
9,332
+102
+1% +$3.01K ﹤0.01% 1547
2024
Q1 		$265K Buy
9,230
+790
+9% +$21.3K ﹤0.01% 1640
2023
Q4 		$217K Sell
8,440
-224
-3% -$6.22K ﹤0.01% 1721
2023
Q3 		$250K Buy
8,664
+13
+0.2% +$362 ﹤0.01% 1536
2023
Q2 		$239K Sell
8,651
-780
-8% -$20.9K ﹤0.01% 1586
2023
Q1 		$248K Sell
9,431
-239
-2% -$6.67K ﹤0.01% 1532
2022
Q4 		$282K Buy
9,670
+3
+0% +$97 ﹤0.01% 1401
2022
Q3 		$328K Buy
9,667
+744
+8% +$24K 0.01% 1245
2022
Q2 		$289K Buy
+8,923
New +$282K 0.01% 1232

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return