Fulcrum Equity Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Fulcrum Equity 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
2021 Q3	–	Sell	-26,371	Closed	-$751K	–	185
2021 Q2	$751K	Buy	+26,371	New	+$747K	0.28%	85

Other funds holding DBMF

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fulcrum Equity Management's DBMF Position: Q3 2021 in Review

Fulcrum Equity Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2021, closing a stake of 26,371 shares — an estimated $751K sold.

Fulcrum Equity Management first reported a position in DBMF in Q2 2021 and held it in 1 quarter. The position peaked at $751K in Q2 2021. 12 funds tracked by Wall St. Rank hold DBMF as of Q3 2021.

Fulcrum Equity Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2021 after selling out during the quarter.
Fulcrum Equity Management sold 26,371 iMGP DBi Managed Futures Strategy ETF shares in Q3 2021, an estimated $751K.
Fulcrum Equity Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2021 and held it in 1 quarter.
Fulcrum Equity Management's iMGP DBi Managed Futures Strategy ETF position peaked at $751K in Q2 2021.
12 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.