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Burkett Financial Services’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Burkett Financial Services’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
2025
Q2 		– Sell
-512
Closed -$12.9K – 229
2025
Q1 		$12.9K Buy
+512
New +$13.3K 0.01% 160

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Raymond James Financial
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GA
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LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Burkett Financial Services's DBMF Position: Q2 2025 in Review

Burkett Financial Services sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2025, closing a stake of 512 shares — an estimated $12.9K sold.

Burkett Financial Services first reported a position in DBMF in Q1 2025 and held it in 1 quarter. The position peaked at $12.9K in Q1 2025. 189 funds tracked by Wall St. Rank hold DBMF as of Q2 2025.

  • Burkett Financial Services reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 512 iMGP DBi Managed Futures Strategy ETF shares in Q2 2025, an estimated $12.9K.
  • Burkett Financial Services first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's iMGP DBi Managed Futures Strategy ETF position peaked at $12.9K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.