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

HHM 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
2024 Q2	–	Sell	-13,262	Closed	-$380K	–	799
2024 Q1	$380K	Buy	+13,262	New	+$358K	0.06%	91
2023 Q4	–	Sell	-11,669	Closed	-$337K	–	754
2023 Q3	$337K	Hold	11,669	–	–	0.07%	88
2023 Q2	$322K	Buy	+11,669	New	+$312K	0.06%	101
2023 Q1	–	Sell	-12,457	Closed	-$363K	–	816
2022 Q4	$363K	Buy	+12,457	New	+$404K	0.08%	81

Other funds holding DBMF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CPCM

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LGWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's DBMF Position: Q2 2024 in Review

HHM Wealth Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2024, closing a stake of 13,262 shares — an estimated $380K sold.

HHM Wealth Advisors first reported a position in DBMF in Q4 2022 and held it in 4 quarters. The position peaked at $380K in Q1 2024. 155 funds tracked by Wall St. Rank hold DBMF as of Q2 2024.

HHM Wealth Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 13,262 iMGP DBi Managed Futures Strategy ETF shares in Q2 2024, an estimated $380K.
HHM Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 4 quarters.
HHM Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $380K in Q1 2024.
155 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.