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Cornerstone Wealth Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Cornerstone Wealth Group’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
2022
Q4 		– Sell
-498,821
Closed -$16.9M – 138
2022
Q3 		$16.9M Buy
+498,821
New +$16.1M 3.74% 4

Other funds holding DBMF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Cornerstone Wealth Group's DBMF Position: Q4 2022 in Review

Cornerstone Wealth Group sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2022, closing a stake of 498,821 shares — an estimated $16.9M sold.

Cornerstone Wealth Group first reported a position in DBMF in Q3 2022 and held it in 1 quarter. The position peaked at $16.9M in Q3 2022. 153 funds tracked by Wall St. Rank hold DBMF as of Q4 2022.

  • Cornerstone Wealth Group reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Cornerstone Wealth Group sold 498,821 iMGP DBi Managed Futures Strategy ETF shares in Q4 2022, an estimated $16.9M.
  • Cornerstone Wealth Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Cornerstone Wealth Group's iMGP DBi Managed Futures Strategy ETF position peaked at $16.9M in Q3 2022.
  • 153 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2022.

Based on Cornerstone Wealth Group's 13F filing for Q4 2022, filed 25 Jan 2023.