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

BigSur 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
Q3 		$263K Hold
8,080
– – 0.06% 143
2026
Q2 		$247K Buy
+8,080
New +$248K 0.06% 148

Other funds holding DBMF

EWM
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FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

BigSur Wealth Management's DBMF Position: Q3 2026 in Review

BigSur Wealth Management held its iMGP DBi Managed Futures Strategy ETF (DBMF) position steady in Q3 2026 at 8,080 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #143.

BigSur Wealth Management first reported a position in DBMF in Q2 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • BigSur Wealth Management held 8,080 shares of iMGP DBi Managed Futures Strategy ETF worth $263K as of Q3 2026.
  • BigSur Wealth Management left its iMGP DBi Managed Futures Strategy ETF share count unchanged in Q3 2026.
  • iMGP DBi Managed Futures Strategy ETF made up 0.06% of BigSur Wealth Management's portfolio in Q3 2026, its #143 holding.
  • BigSur Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.