Axxcess Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Axxcess Wealth Management’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	$9.6M	Buy	313,579 +16,629	+6%	+$511K	0.15%	137
2026 Q1	$8.95M	Buy	296,950 +6,792	+2%	+$204K	0.29%	79
2025 Q4	$8.14M	Sell	290,158 -130,310	-31%	-$3.72M	0.14%	145
2025 Q3	$11.5M	Buy	420,468 +57,503	+16%	+$1.51M	0.24%	76
2025 Q2	$9.34M	Buy	362,965 +108,404	+43%	+$2.74M	0.22%	88
2025 Q1	$6.43M	Buy	254,561 +7,933	+3%	+$207K	0.17%	112
2024 Q4	$6.45M	Buy	246,628 +238,990	+3,129%	+$6.51M	0.15%	117
2024 Q3	$215K	Sell	7,638 -4,972	-39%	-$142K	0.01%	819
2024 Q2	$379K	Buy	+12,610	New	+$372K	0.01%	585

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

Axxcess Wealth Management's DBMF Position: Q2 2026 in Review

Axxcess Wealth Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 5.6% in Q2 2026, buying an estimated $511K and bringing the position to 313,579 shares worth $9.6M. The position accounts for 0.15% of the portfolio, ranked #137.

Axxcess Wealth Management first reported a position in DBMF in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q3 2025. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Axxcess Wealth Management held 313,579 shares of iMGP DBi Managed Futures Strategy ETF worth $9.6M as of Q2 2026.
Axxcess Wealth Management bought 16,629 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $511K.
iMGP DBi Managed Futures Strategy ETF made up 0.15% of Axxcess Wealth Management's portfolio in Q2 2026, its #137 holding.
Axxcess Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Axxcess Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $11.5M in Q3 2025.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.