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Forum Finance Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Forum Finance Group’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 		$2.67M Buy
108,120
+30,566
+39% +$939K 0.96% 33
2026
Q1 		$1.88M Buy
+77,554
New +$2.32M 1.02% 30

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
TI
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

Forum Finance Group's DBMF Position: Q2 2026 in Review

Forum Finance Group increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 39% in Q2 2026, buying an estimated $939K and bringing the position to 108,120 shares worth $2.67M. The position accounts for 0.96% of the portfolio, ranked #33.

Forum Finance Group first reported a position in DBMF in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Forum Finance Group held 108,120 shares of iMGP DBi Managed Futures Strategy ETF worth $2.67M as of Q2 2026.
  • Forum Finance Group bought 30,566 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $939K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.96% of Forum Finance Group's portfolio in Q2 2026, its #33 holding.
  • Forum Finance Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.