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

Evelyn 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	$15.3M	Buy	+501,057	New	+$15.4M	0.03%	71

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Evelyn Partners's DBMF Position: Q2 2026 in Review

Evelyn Partners opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2026: 501,057 shares worth $15.3M. The stake represents 0.03% of the portfolio and ranks #71 among its holdings.

309 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Evelyn Partners held 501,057 shares of iMGP DBi Managed Futures Strategy ETF worth $15.3M as of Q2 2026.
iMGP DBi Managed Futures Strategy ETF was a new Evelyn Partners position in Q2 2026.
iMGP DBi Managed Futures Strategy ETF made up 0.03% of Evelyn Partners's portfolio in Q2 2026, its #71 holding.
309 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.