Carson Wealth (CWM LLC)
DBMF icon

Carson Wealth (CWM LLC)’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.46M Buy
181,221
+6,853
+4% +$205K 0.01% 782
2025
Q4 		$4.89M Sell
174,368
-7,165
-4% -$204K 0.01% 783
2025
Q3 		$4.96M Sell
181,533
-12,839
-7% -$336K 0.01% 720
2025
Q2 		$5M Sell
194,372
-2,585,000
-93% -$65.4M 0.02% 585
2025
Q1 		$70.2M Buy
2,779,372
+312,802
+13% +$8.15M 0.28% 75
2024
Q4 		$64.5M Buy
2,466,570
+437,937
+22% +$11.9M 0.27% 75
2024
Q3 		$57.1M Buy
2,028,633
+610,397
+43% +$17.4M 0.25% 78
2024
Q2 		$42.6M Buy
1,418,236
+208,734
+17% +$6.16M 0.2% 102
2024
Q1 		$34.7M Buy
1,209,502
+170,297
+16% +$4.6M 0.17% 129
2023
Q4 		$26.8M Buy
1,039,205
+771,522
+288% +$21.4M 0.14% 144
2023
Q3 		$7.74M Buy
267,683
+10,489
+4% +$292K 0.05% 283
2023
Q2 		$7.11M Buy
257,194
+45,173
+21% +$1.21M 0.04% 278
2023
Q1 		$5.58M Buy
212,021
+27,253
+15% +$761K 0.04% 302
2022
Q4 		$5.38M Buy
+184,768
New +$6M 0.04% 294

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBMF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 3.9% in Q1 2026, buying an estimated $205K and bringing the position to 181,221 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #782.

Carson Wealth (CWM LLC) first reported a position in DBMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $70.2M in Q1 2025. 298 funds tracked by Wall St. Rank hold DBMF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 181,221 shares of iMGP DBi Managed Futures Strategy ETF worth $5.46M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,853 iMGP DBi Managed Futures Strategy ETF shares in Q1 2026, an estimated $205K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #782 holding.
  • Carson Wealth (CWM LLC) first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s iMGP DBi Managed Futures Strategy ETF position peaked at $70.2M in Q1 2025.
  • 298 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.