Genesis Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Genesis Wealth 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
2025 Q4	–	Sell	-10,189	Closed	-$278K	–	65
2025 Q3	$278K	Hold	10,189	–	–	0.2%	49
2025 Q2	$262K	Hold	10,189	–	–	0.2%	51
2025 Q1	$257K	Hold	10,189	–	–	0.21%	47
2024 Q4	$267K	Buy	+10,189	New	+$277K	0.23%	50

Other funds holding DBMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Genesis Wealth Advisors's DBMF Position: Q4 2025 in Review

Genesis Wealth Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2025, closing a stake of 10,189 shares — an estimated $278K sold.

Genesis Wealth Advisors first reported a position in DBMF in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q3 2025. 241 funds tracked by Wall St. Rank hold DBMF as of Q4 2025.

Genesis Wealth Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Genesis Wealth Advisors sold 10,189 iMGP DBi Managed Futures Strategy ETF shares in Q4 2025, an estimated $278K.
Genesis Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 4 quarters.
Genesis Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $278K in Q3 2025.
241 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2025.

Based on Genesis Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.