Jaffetilchin Investment Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-8,075	Closed	-$227K	–	573
2024 Q3	$227K	Buy	8,075 +68	+0.8%	+$1.94K	0.02%	339
2024 Q2	$241K	Buy	8,007 +44	+0.6%	+$1.3K	0.02%	305
2024 Q1	$228K	Buy	+7,963	New	+$215K	0.02%	330
2023 Q4	–	Sell	-24,656	Closed	-$713K	–	352
2023 Q3	$713K	Buy	24,656 +6,285	+34%	+$175K	0.08%	154
2023 Q2	$508K	Buy	+18,371	New	+$491K	0.05%	198
2023 Q1	–	Sell	-16,907	Closed	-$492K	–	359
2022 Q4	$492K	Buy	+16,907	New	+$549K	0.06%	203

Other funds holding DBMF

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

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

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

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

LGWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

CPCM

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

Jaffetilchin Investment Partners's DBMF Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2024, closing a stake of 8,075 shares — an estimated $227K sold.

Jaffetilchin Investment Partners first reported a position in DBMF in Q4 2022 and held it in 6 quarters. The position peaked at $713K in Q3 2023. 189 funds tracked by Wall St. Rank hold DBMF as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 8,075 iMGP DBi Managed Futures Strategy ETF shares in Q4 2024, an estimated $227K.
Jaffetilchin Investment Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 6 quarters.
Jaffetilchin Investment Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $713K in Q3 2023.
189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.