Creative Planning’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Creative Planning’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	$697K	Buy	22,769 +2,389	+12%	+$73.4K	﹤0.01%	2931
2026 Q1	$614K	Sell	20,380 -2,840	-12%	-$85.1K	﹤0.01%	2868
2025 Q4	$652K	Buy	23,220 +5,791	+33%	+$165K	﹤0.01%	2620
2025 Q3	$476K	Buy	17,429 +5	+0%	+$131	﹤0.01%	2772
2025 Q2	$448K	Sell	17,424 -1,802	-9%	-$45.6K	﹤0.01%	2563
2025 Q1	$486K	Sell	19,226 -105	-0.5%	-$2.74K	﹤0.01%	2316
2024 Q4	$506K	Buy	19,331 +159	+0.8%	+$4.33K	﹤0.01%	2211
2024 Q3	$539K	Buy	19,172 +134	+0.7%	+$3.83K	﹤0.01%	2046
2024 Q2	$572K	Sell	19,038 -1,181	-6%	-$34.9K	﹤0.01%	1838
2024 Q1	$580K	Buy	20,219 +10,214	+102%	+$276K	﹤0.01%	1743
2023 Q4	$258K	Sell	10,005 -17,054	-63%	-$473K	﹤0.01%	2205
2023 Q3	$782K	Buy	27,059 +17,691	+189%	+$492K	﹤0.01%	1286
2023 Q2	$259K	Hold	9,368	–	–	﹤0.01%	2023
2023 Q1	$246K	Buy	+9,368	New	+$262K	﹤0.01%	1962

Other funds holding DBMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CPCM

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

Creative Planning's DBMF Position: Q2 2026 in Review

Creative Planning increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 12% in Q2 2026, buying an estimated $73.4K and bringing the position to 22,769 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Creative Planning first reported a position in DBMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $782K in Q3 2023. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Creative Planning held 22,769 shares of iMGP DBi Managed Futures Strategy ETF worth $697K as of Q2 2026.
Creative Planning bought 2,389 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $73.4K.
iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2931 holding.
Creative Planning first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
Creative Planning's iMGP DBi Managed Futures Strategy ETF position peaked at $782K in Q3 2023.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.