JWM
DBMF icon

Janiczek Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Janiczek Wealth 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
2024
Q2 		$719K Buy
23,918
+829
+4% +$24.5K 0.15% 61
2024
Q1 		$662K Buy
23,089
+4,226
+22% +$114K 0.14% 71
2023
Q4 		$486K Sell
18,863
-862
-4% -$23.9K 0.12% 78
2023
Q3 		$570K Buy
19,725
+1,182
+6% +$32.9K 0.15% 56
2023
Q2 		$512K Buy
18,543
+310
+2% +$8.29K 0.14% 55
2023
Q1 		$483K Buy
18,233
+3,804
+26% +$106K 0.14% 51
2022
Q4 		$409K Buy
14,429
+1,514
+12% +$49.1K 0.12% 63
2022
Q3 		$442K Buy
12,915
+12,889
+49,573% +$416K 0.14% 48
2022
Q2 		$1K Buy
+26
New +$821 ﹤0.01% 850

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's DBMF Position: Q2 2024 in Review

Janiczek Wealth Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 3.6% in Q2 2024, buying an estimated $24.5K and bringing the position to 23,918 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #61.

Janiczek Wealth Management first reported a position in DBMF in Q2 2022 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold DBMF as of Q2 2024.

  • Janiczek Wealth Management held 23,918 shares of iMGP DBi Managed Futures Strategy ETF worth $719K as of Q2 2024.
  • Janiczek Wealth Management bought 829 iMGP DBi Managed Futures Strategy ETF shares in Q2 2024, an estimated $24.5K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.15% of Janiczek Wealth Management's portfolio in Q2 2024, its #61 holding.
  • Janiczek Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2022 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.