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Creekmur Asset Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$11.7K Buy
428
+2
+0.5% +$52 ﹤0.01% 499
2025
Q2 		$11K Buy
426
+38
+10% +$961 ﹤0.01% 510
2025
Q1 		$9.79K Sell
388
-177
-31% -$4.61K ﹤0.01% 486
2024
Q4 		$14.8K Sell
565
-115
-17% -$3.13K ﹤0.01% 379
2024
Q3 		$19.1K Sell
680
-2,274
-77% -$64.9K ﹤0.01% 350
2024
Q2 		$88.8K Sell
2,954
-18,495
-86% -$546K 0.02% 180
2024
Q1 		$615K Sell
21,449
-40,564
-65% -$1.1M 0.21% 59
2023
Q4 		$1.6M Buy
+62,013
New +$1.72M 0.5% 31

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LPL Financial
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Northwestern Mutual Wealth Management
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PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 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 $900M AUM 17.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return