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Beaumont Financial Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Beaumont Financial 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
2022
Q4 		– Sell
-1,280,435
Closed -$43.5M – 322
2022
Q3 		$43.5M Buy
+1,280,435
New +$41.3M 4.17% 3

Other funds holding DBMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Beaumont Financial Advisors's DBMF Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2022, closing a stake of 1,280,435 shares — an estimated $43.5M sold.

Beaumont Financial Advisors first reported a position in DBMF in Q3 2022 and held it in 1 quarter. The position peaked at $43.5M in Q3 2022. 154 funds tracked by Wall St. Rank hold DBMF as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,280,435 iMGP DBi Managed Futures Strategy ETF shares in Q4 2022, an estimated $43.5M.
  • Beaumont Financial Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $43.5M in Q3 2022.
  • 154 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.