Elevation Wealth Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Elevation Wealth Partners’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	$35K	Hold	1,145	–	–	0.01%	403
2026 Q1	$34.5K	Hold	1,145	–	–	0.01%	291
2025 Q4	$32.1K	Sell	1,145 -1,145	-50%	-$32.7K	0.01%	292
2025 Q3	$62.5K	Hold	2,290	–	–	0.02%	219
2025 Q2	$58.9K	Hold	2,290	–	–	0.02%	217
2025 Q1	$57.8K	Sell	2,290 -2,290	-50%	-$59.7K	0.03%	214
2024 Q4	$120K	Buy	+4,580	New	+$125K	0.05%	148

Other funds holding DBMF

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

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return