CCWM
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Cassaday & Co Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-34
Closed -$1.03K – 1336
2026
Q1 		$1.03K Buy
+34
New +$1.02K ﹤0.01% 1128

Other funds holding DBMF

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
TI
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

Cassaday & Co Wealth Management's DBMF Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2026, closing a stake of 34 shares — an estimated $1.03K sold.

Cassaday & Co Wealth Management first reported a position in DBMF in Q1 2026 and held it in 1 quarter. The position peaked at $1.03K in Q1 2026. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 34 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.03K.
  • Cassaday & Co Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $1.03K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.