CA
DBMF icon

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

Clearstead 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
2026
Q2 		$6.12K Sell
200
-5
-2% -$154 ﹤0.01% 2137
2026
Q1 		$6.18K Buy
205
+40
+24% +$1.2K ﹤0.01% 1701
2025
Q4 		$4.63K Sell
165
-88
-35% -$2.51K ﹤0.01% 2032
2025
Q3 		$6.92K Buy
+253
New +$6.62K ﹤0.01% 2041

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Clearstead Advisors's DBMF Position: Q2 2026 in Review

Clearstead Advisors reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 2.4% in Q2 2026, selling an estimated $154 and leaving 200 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Clearstead Advisors first reported a position in DBMF in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.92K in Q3 2025. 219 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Clearstead Advisors held 200 shares of iMGP DBi Managed Futures Strategy ETF worth $6.12K as of Q2 2026.
  • Clearstead Advisors sold 5 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $154.
  • iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2137 holding.
  • Clearstead Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $6.92K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.