B. Riley Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

B. Riley Wealth Advisors’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	$825K	Buy	+27,181	New	+$835K	0.04%	346
2023 Q3	–	Sell	-8,763	Closed	-$242K	–	1548
2023 Q2	$242K	Sell	8,763 -44,683	-84%	-$1.19M	0.01%	1241
2023 Q1	$1.41M	Sell	53,446 -389	-0.7%	-$10.9K	0.04%	449
2022 Q4	$1.57M	Buy	53,835 +46,176	+603%	+$1.5M	0.04%	407
2022 Q3	$260K	Buy	+7,659	New	+$247K	0.01%	1095

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

B. Riley Wealth Advisors's DBMF Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2026: 27,181 shares worth $825K. The stake represents 0.04% of the portfolio and ranks #346 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in DBMF as recently as Q2 2023.

B. Riley Wealth Advisors first reported a position in DBMF in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2022. 328 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

B. Riley Wealth Advisors held 27,181 shares of iMGP DBi Managed Futures Strategy ETF worth $825K as of Q2 2026.
iMGP DBi Managed Futures Strategy ETF was a new B. Riley Wealth Advisors position in Q2 2026.
iMGP DBi Managed Futures Strategy ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #346 holding.
B. Riley Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and has held it in 5 quarters since.
B. Riley Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $1.57M in Q4 2022.
328 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.