LF
DBMF icon

Lee Financial’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Lee 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
2024
Q1 		– Sell
-184
Closed -$4.74K – 311
2023
Q4 		$4.74K Buy
+184
New +$5.11K ﹤0.01% 554
2023
Q1 		– Sell
-75
Closed -$2.18K – 839
2022
Q4 		$2.18K Buy
+75
New +$2.43K ﹤0.01% 675

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Lee Financial's DBMF Position: Q1 2024 in Review

Lee Financial sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2024, closing a stake of 184 shares — an estimated $4.74K sold.

Lee Financial first reported a position in DBMF in Q4 2022 and held it in 2 quarters. The position peaked at $4.74K in Q4 2023. 141 funds tracked by Wall St. Rank hold DBMF as of Q1 2024.

  • Lee Financial reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 184 iMGP DBi Managed Futures Strategy ETF shares in Q1 2024, an estimated $4.74K.
  • Lee Financial first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Lee Financial's iMGP DBi Managed Futures Strategy ETF position peaked at $4.74K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.