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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
Q3 		– Sell
-1,145
Closed -$35K – 1358
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

EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
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

Elevation Wealth Partners's DBMF Position: Q3 2026 in Review

Elevation Wealth Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2026, closing a stake of 1,145 shares — an estimated $35K sold.

Elevation Wealth Partners first reported a position in DBMF in Q4 2024 and held it in 7 quarters. The position peaked at $120K in Q4 2024. 38 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • Elevation Wealth Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,145 iMGP DBi Managed Futures Strategy ETF shares in Q3 2026, an estimated $35K.
  • Elevation Wealth Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 7 quarters.
  • Elevation Wealth Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $120K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.