Capital Analysts LLC’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Capital Analysts 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	$791K	Buy	25,830 +10,043	+64%	+$309K	0.02%	411
2026 Q1	$476K	Buy	15,787 +9,010	+133%	+$270K	0.01%	462
2025 Q4	$190K	Buy	+6,777	New	+$193K	0.01%	630

Other funds holding DBMF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Capital Analysts LLC's DBMF Position: Q2 2026 in Review

Capital Analysts LLC increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 64% in Q2 2026, buying an estimated $309K and bringing the position to 25,830 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #411.

Capital Analysts LLC first reported a position in DBMF in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Capital Analysts LLC held 25,830 shares of iMGP DBi Managed Futures Strategy ETF worth $791K as of Q2 2026.
Capital Analysts LLC bought 10,043 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $309K.
iMGP DBi Managed Futures Strategy ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #411 holding.
Capital Analysts LLC first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.