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Financial Advocates Investment Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-18,891
Closed -$486K – 189
2025
Q2 		$486K Buy
18,891
+1,172
+7% +$29.6K 0.04% 364
2025
Q1 		$448K Buy
17,719
+192
+1% +$5K 0.03% 451
2024
Q4 		$459K Sell
17,527
-200
-1% -$5.44K 0.03% 476
2024
Q3 		$499K Sell
17,727
-233
-1% -$6.65K 0.03% 457
2024
Q2 		$540K Sell
17,960
-1,376
-7% -$40.6K 0.03% 418
2024
Q1 		$555K Sell
19,336
-7,243
-27% -$196K 0.03% 433
2023
Q4 		$685K Sell
26,579
-28,760
-52% -$798K 0.04% 365
2023
Q3 		$1.6M Sell
55,339
-33,612
-38% -$935K 0.12% 194
2023
Q2 		$2.46M Sell
88,951
-32,056
-26% -$857K 0.18% 137
2023
Q1 		$3.18M Sell
121,007
-16,756
-12% -$468K 0.23% 106
2022
Q4 		$4.01M Sell
137,763
-17,092
-11% -$555K 0.3% 83
2022
Q3 		$5.26M Buy
154,855
+30,302
+24% +$978K 0.43% 52
2022
Q2 		$4.04M Buy
+124,553
New +$3.93M 0.33% 82

Other funds holding DBMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Financial Advocates Investment Management's DBMF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2025, closing a stake of 18,891 shares — an estimated $486K sold.

Financial Advocates Investment Management first reported a position in DBMF in Q2 2022 and held it in 13 quarters. The position peaked at $5.26M in Q3 2022. 192 funds tracked by Wall St. Rank hold DBMF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,891 iMGP DBi Managed Futures Strategy ETF shares in Q3 2025, an estimated $486K.
  • Financial Advocates Investment Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2022 and held it in 13 quarters.
  • Financial Advocates Investment Management's iMGP DBi Managed Futures Strategy ETF position peaked at $5.26M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.