Clear Point Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Clear Point Advisors’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
2024 Q4	–	Sell	-26	Closed	-$730	–	209
2024 Q3	$730	Hold	26	–	–	﹤0.01%	490
2024 Q2	$773	Hold	26	–	–	﹤0.01%	481
2024 Q1	$732	Buy	26 +1	+4%	+$27	﹤0.01%	481
2023 Q4	$635	Buy	+25	New	+$694	﹤0.01%	472

Other funds holding DBMF

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPW

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

CPCM

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

Clear Point Advisors's DBMF Position: Q4 2024 in Review

Clear Point Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2024, closing a stake of 26 shares — an estimated $730 sold.

Clear Point Advisors first reported a position in DBMF in Q4 2023 and held it in 4 quarters. The position peaked at $773 in Q2 2024. 189 funds tracked by Wall St. Rank hold DBMF as of Q4 2024.

Clear Point Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 26 iMGP DBi Managed Futures Strategy ETF shares in Q4 2024, an estimated $730.
Clear Point Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $773 in Q2 2024.
189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.