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Castleview Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Castleview Partners’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
-49,055
Closed -$1.26M – 183
2025
Q2 		$1.26M Buy
49,055
+34,000
+226% +$860K 0.81% 27
2025
Q1 		$380K Buy
15,055
+4,737
+46% +$123K 0.26% 103
2024
Q4 		$272K Buy
10,318
+7,351
+248% +$200K 0.15% 156
2024
Q3 		$83.5K Sell
2,967
-4,563
-61% -$130K 0.05% 253
2024
Q2 		$226K Buy
+7,530
New +$222K 0.13% 159

Other funds holding DBMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SC
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

Castleview Partners's DBMF Position: Q3 2025 in Review

Castleview Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2025, closing a stake of 49,055 shares — an estimated $1.26M sold.

Castleview Partners first reported a position in DBMF in Q2 2024 and held it in 5 quarters. The position peaked at $1.26M in Q2 2025. 192 funds tracked by Wall St. Rank hold DBMF as of Q3 2025.

  • Castleview Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 49,055 iMGP DBi Managed Futures Strategy ETF shares in Q3 2025, an estimated $1.26M.
  • Castleview Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2024 and held it in 5 quarters.
  • Castleview Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $1.26M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.