DWM
DBMF icon

Drive Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Drive Wealth 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
Q2 		– Sell
-8,400
Closed -$212K – 348
2025
Q1 		$212K Sell
8,400
-1,600
-16% -$41.7K 0.05% 292
2024
Q4 		$262K Buy
+10,000
New +$272K 0.06% 243

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Drive Wealth Management's DBMF Position: Q2 2025 in Review

Drive Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2025, closing a stake of 8,400 shares — an estimated $212K sold.

Drive Wealth Management first reported a position in DBMF in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 189 funds tracked by Wall St. Rank hold DBMF as of Q2 2025.

  • Drive Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 8,400 iMGP DBi Managed Futures Strategy ETF shares in Q2 2025, an estimated $212K.
  • Drive Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Drive Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $262K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.