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Impact Partnership Wealth’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Impact Partnership Wealth’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
-266
Closed -$7.69K – 888
2023
Q3 		$7.69K Hold
266
– – ﹤0.01% 632
2023
Q2 		$7.35K Buy
+266
New +$7.11K ﹤0.01% 452

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

Impact Partnership Wealth's DBMF Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2023, closing a stake of 266 shares — an estimated $7.69K sold.

Impact Partnership Wealth first reported a position in DBMF in Q2 2023 and held it in 2 quarters. The position peaked at $7.69K in Q3 2023. 131 funds tracked by Wall St. Rank hold DBMF as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 266 iMGP DBi Managed Futures Strategy ETF shares in Q4 2023, an estimated $7.69K.
  • Impact Partnership Wealth first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iMGP DBi Managed Futures Strategy ETF position peaked at $7.69K in Q3 2023.
  • 131 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.