FIA
DBMF icon

Foundations Investment Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Foundations Investment 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 		$1.58M Buy
51,666
+17,233
+50% +$529K 0.02% 464
2026
Q1 		$1.04M Buy
+34,433
New +$1.03M 0.01% 516

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

Foundations Investment Advisors's DBMF Position: Q2 2026 in Review

Foundations Investment Advisors increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 50% in Q2 2026, buying an estimated $529K and bringing the position to 51,666 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #464.

Foundations Investment Advisors 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.

  • Foundations Investment Advisors held 51,666 shares of iMGP DBi Managed Futures Strategy ETF worth $1.58M as of Q2 2026.
  • Foundations Investment Advisors bought 17,233 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $529K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • Foundations Investment Advisors 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.