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DBMF icon

EWG Elevate’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

EWG Elevate’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
Q4 		– Sell
-9,807
Closed -$283K – 110
2023
Q3 		$283K Sell
9,807
-971
-9% -$27K 0.13% 75
2023
Q2 		$298K Buy
10,778
+67
+0.6% +$1.79K 0.12% 76
2023
Q1 		$282K Sell
10,711
-7,276
-40% -$203K 0.12% 73
2022
Q4 		$524K Sell
17,987
-1,523
-8% -$49.4K 0.26% 51
2022
Q3 		$662K Buy
+19,510
New +$629K 0.37% 44

Other funds holding DBMF

MMA
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Morgan Stanley
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return