Evelyn Partners Investment Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Evelyn Partners Investment 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 Q1	$188K	Hold	6,250	–	–	0.01%	204
2025 Q4	$175K	Hold	6,250	–	–	﹤0.01%	210
2025 Q3	$171K	Buy	6,250 +1,750	+39%	+$45.8K	﹤0.01%	210
2025 Q2	$116K	Buy	+4,500	New	+$114K	﹤0.01%	230

Other funds holding DBMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Evelyn Partners Investment Management's DBMF Position: Q1 2026 in Review

Evelyn Partners Investment Management held its iMGP DBi Managed Futures Strategy ETF (DBMF) position steady in Q1 2026 at 6,250 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #204.

Evelyn Partners Investment Management first reported a position in DBMF in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold DBMF as of Q1 2026.

Evelyn Partners Investment Management held 6,250 shares of iMGP DBi Managed Futures Strategy ETF worth $188K as of Q1 2026.
Evelyn Partners Investment Management left its iMGP DBi Managed Futures Strategy ETF share count unchanged in Q1 2026.
iMGP DBi Managed Futures Strategy ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #204 holding.
Evelyn Partners Investment Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2025 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.