BWL
DBMF icon

Bogart Wealth LLC’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Bogart Wealth LLC’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 		$14.1K Buy
461
+2
+0.4% +$61 ﹤0.01% 907
2026
Q1 		$13.8K Buy
459
+2
+0.4% +$60 ﹤0.01% 827
2025
Q4 		$12.8K Buy
+457
New +$13K ﹤0.01% 804

Other funds holding DBMF

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Bogart Wealth LLC's DBMF Position: Q2 2026 in Review

Bogart Wealth LLC increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 0.44% in Q2 2026, buying an estimated $61 and bringing the position to 461 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Bogart Wealth LLC first reported a position in DBMF in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Bogart Wealth LLC held 461 shares of iMGP DBi Managed Futures Strategy ETF worth $14.1K as of Q2 2026.
  • Bogart Wealth LLC bought 2 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $61.
  • iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #907 holding.
  • Bogart Wealth LLC first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.