CSWM
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Cassady Schiller Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Cassady Schiller 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
2023
Q3 		– Sell
-938
Closed -$25.9K – 456
2023
Q2 		$25.9K Buy
+938
New +$25.1K 0.01% 263

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cassady Schiller Wealth Management's DBMF Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2023, closing a stake of 938 shares — an estimated $25.9K sold.

Cassady Schiller Wealth Management first reported a position in DBMF in Q2 2023 and held it in 1 quarter. The position peaked at $25.9K in Q2 2023. 135 funds tracked by Wall St. Rank hold DBMF as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 938 iMGP DBi Managed Futures Strategy ETF shares in Q3 2023, an estimated $25.9K.
  • Cassady Schiller Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $25.9K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.