EverSource Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

EverSource Wealth Advisors’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	$100K	Sell	3,274 -114	-3%	-$3.5K	﹤0.01%	1382
2026 Q1	$102K	Sell	3,388 -1,043	-24%	-$31.3K	﹤0.01%	1415
2025 Q4	$124K	Sell	4,431 -4,546	-51%	-$130K	﹤0.01%	1203
2025 Q3	$245K	Buy	8,977 +2,047	+30%	+$53.6K	0.01%	808
2025 Q2	$178K	Sell	6,930 -540	-7%	-$13.7K	0.01%	907
2025 Q1	$189K	Sell	7,470 -382	-5%	-$9.96K	0.01%	684
2024 Q4	$205K	Sell	7,852 -26	-0.3%	-$708	0.01%	644
2024 Q3	$222K	Buy	7,878 +1	+0%	+$29	0.01%	525
2024 Q2	$228K	Buy	7,877 +16	+0.2%	+$472	0.02%	516
2024 Q1	$235K	Sell	7,861 -562	-7%	-$15.2K	0.02%	442
2023 Q4	$217K	Sell	8,423 -2,156	-20%	-$59.8K	0.02%	415
2023 Q3	$306K	Sell	10,579 -591	-5%	-$16.4K	0.03%	300
2023 Q2	$309K	Buy	11,170 +11,155	+74,367%	+$298K	0.03%	304
2023 Q1	$397	Buy	+15	New	+$419	﹤0.01%	2275

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

EverSource Wealth Advisors's DBMF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 3.4% in Q2 2026, selling an estimated $3.5K and leaving 3,274 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

EverSource Wealth Advisors first reported a position in DBMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $309K in Q2 2023. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

EverSource Wealth Advisors held 3,274 shares of iMGP DBi Managed Futures Strategy ETF worth $100K as of Q2 2026.
EverSource Wealth Advisors sold 114 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.5K.
iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1382 holding.
EverSource Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $309K in Q2 2023.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.