FIM
DBMF icon

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

Freedom 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
2023
Q4 		– Sell
-12,163
Closed -$352K – 752
2023
Q3 		$352K Sell
12,163
-2,192
-15% -$61K 0.04% 449
2023
Q2 		$397K Buy
14,355
+2,588
+22% +$69.2K 0.04% 461
2023
Q1 		$309K Sell
11,767
-5,264
-31% -$147K 0.04% 543
2022
Q4 		$496K Buy
17,031
+3,283
+24% +$107K 0.06% 430
2022
Q3 		$467K Buy
+13,748
New +$444K 0.05% 443

Other funds holding DBMF

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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