Burt Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Burt 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
2025 Q3	–	Sell	-21,460	Closed	-$552K	–	118
2025 Q2	$552K	Buy	21,460 +9,559	+80%	+$242K	0.13%	67
2025 Q1	$301K	Sell	11,901 -33,291	-74%	-$868K	0.08%	90
2024 Q4	$1.18M	Buy	45,192 +19,591	+77%	+$533K	0.3%	35
2024 Q3	$720K	Buy	+25,601	New	+$731K	0.18%	49
2023 Q4	–	Sell	-11,094	Closed	-$321K	–	108
2023 Q3	$321K	Buy	+11,094	New	+$309K	0.1%	75
2023 Q1	–	Sell	-36,004	Closed	-$1.05M	–	106
2022 Q4	$1.05M	Buy	36,004 +29,277	+435%	+$950K	0.35%	28
2022 Q3	$228K	Buy	+6,727	New	+$217K	0.09%	78

Other funds holding DBMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Burt Wealth Advisors's DBMF Position: Q3 2025 in Review

Burt Wealth Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2025, closing a stake of 21,460 shares — an estimated $552K sold.

Burt Wealth Advisors first reported a position in DBMF in Q3 2022 and held it in 7 quarters. The position peaked at $1.18M in Q4 2024. 192 funds tracked by Wall St. Rank hold DBMF as of Q3 2025.

Burt Wealth Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
Burt Wealth Advisors sold 21,460 iMGP DBi Managed Futures Strategy ETF shares in Q3 2025, an estimated $552K.
Burt Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and held it in 7 quarters.
Burt Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $1.18M in Q4 2024.
192 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.