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

EPG 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
2023
Q1 		– Sell
-14,696
Closed -$428K – 416
2022
Q4 		$428K Hold
14,696
– – 0.16% 116
2022
Q3 		$499K Buy
+14,696
New +$474K 0.21% 102

Other funds holding DBMF

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

EPG Wealth Management's DBMF Position: Q1 2023 in Review

EPG Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2023, closing a stake of 14,696 shares — an estimated $428K sold.

EPG Wealth Management first reported a position in DBMF in Q3 2022 and held it in 2 quarters. The position peaked at $499K in Q3 2022. 139 funds tracked by Wall St. Rank hold DBMF as of Q1 2023.

  • EPG Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • EPG Wealth Management sold 14,696 iMGP DBi Managed Futures Strategy ETF shares in Q1 2023, an estimated $428K.
  • EPG Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and held it in 2 quarters.
  • EPG Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $499K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2023.

Based on EPG Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.