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

Concurrent Investment 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 		$23.3M Buy
760,768
+99,674
+15% +$3.06M 0.2% 104
2026
Q1 		$19.9M Buy
661,094
+614,029
+1,305% +$18.4M 0.22% 97
2025
Q4 		$1.32M Buy
47,065
+14,542
+45% +$415K 0.02% 721
2025
Q3 		$888K Buy
32,523
+12,136
+60% +$318K 0.02% 690
2025
Q2 		$525K Buy
20,387
+6,489
+47% +$164K 0.01% 832
2025
Q1 		$351K Buy
+13,898
New +$362K 0.01% 857

Other funds holding DBMF

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Concurrent Investment Advisors's DBMF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 15% in Q2 2026, buying an estimated $3.06M and bringing the position to 760,768 shares worth $23.3M. The position accounts for 0.2% of the portfolio, ranked #104.

Concurrent Investment Advisors first reported a position in DBMF in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Concurrent Investment Advisors held 760,768 shares of iMGP DBi Managed Futures Strategy ETF worth $23.3M as of Q2 2026.
  • Concurrent Investment Advisors bought 99,674 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.06M.
  • iMGP DBi Managed Futures Strategy ETF made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Concurrent Investment Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.