EWM
DBMF icon

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

Edge 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
2026
Q3 		$34.7M Sell
1,062,702
-1,610
-0.2% -$50.5K 5.22% 5
2026
Q2 		$32.6M Buy
1,064,312
+1,818
+0.2% +$55.9K 5.49% 5
2026
Q1 		$32M Buy
+1,062,494
New +$31.8M 5.48% 5

Other funds holding DBMF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Edge Wealth Management's DBMF Position: Q3 2026 in Review

Edge Wealth Management reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 0.15% in Q3 2026, selling an estimated $50.5K and leaving 1,062,702 shares worth $34.7M. The position accounts for 5.22% of the portfolio, ranked #5.

Edge Wealth Management first reported a position in DBMF in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • Edge Wealth Management held 1,062,702 shares of iMGP DBi Managed Futures Strategy ETF worth $34.7M as of Q3 2026.
  • Edge Wealth Management sold 1,610 iMGP DBi Managed Futures Strategy ETF shares in Q3 2026, an estimated $50.5K.
  • iMGP DBi Managed Futures Strategy ETF made up 5.22% of Edge Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Edge Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.