JMF
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Johnson Midwest Financial’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Johnson Midwest Financial’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
Q3 		$64K Sell
2,216
-2
-0.1% -$56 0.14% 75
2023
Q2 		$61.3K Hold
2,218
– – 0.05% 78
2023
Q1 		$58.3K Buy
2,218
+401
+22% +$11.2K 0.08% 79
2022
Q4 		$53K Hold
1,817
– – 0.19% 82
2022
Q3 		$62 Buy
+1,817
New +$58.6K 0.24% 69

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Johnson Midwest Financial's DBMF Position: Q3 2023 in Review

Johnson Midwest Financial reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 0.09% in Q3 2023, selling an estimated $56 and leaving 2,216 shares worth $64K. The position accounts for 0.14% of the portfolio, ranked #75.

Johnson Midwest Financial first reported a position in DBMF in Q3 2022 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold DBMF as of Q3 2023.

  • Johnson Midwest Financial held 2,216 shares of iMGP DBi Managed Futures Strategy ETF worth $64K as of Q3 2023.
  • Johnson Midwest Financial sold 2 iMGP DBi Managed Futures Strategy ETF shares in Q3 2023, an estimated $56.
  • iMGP DBi Managed Futures Strategy ETF made up 0.14% of Johnson Midwest Financial's portfolio in Q3 2023, its #75 holding.
  • Johnson Midwest Financial first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2022 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.