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

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

Elevation Wealth Partners's DBMF Position: Q2 2026 in Review

Elevation Wealth Partners held its iMGP DBi Managed Futures Strategy ETF (DBMF) position steady in Q2 2026 at 1,145 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #403.

Elevation Wealth Partners first reported a position in DBMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q4 2024. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Elevation Wealth Partners held 1,145 shares of iMGP DBi Managed Futures Strategy ETF worth $35K as of Q2 2026.
Elevation Wealth Partners left its iMGP DBi Managed Futures Strategy ETF share count unchanged in Q2 2026.
iMGP DBi Managed Futures Strategy ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #403 holding.
Elevation Wealth Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Elevation Wealth Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $120K in Q4 2024.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.