Legacy Capital Wealth Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Legacy Capital Wealth 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
2026 Q1	–	Sell	-7,706	Closed	-$216K	–	395
2025 Q4	$216K	Buy	+7,706	New	+$220K	0.05%	351
2025 Q2	–	Sell	-10,854	Closed	-$274K	–	373
2025 Q1	$274K	Sell	10,854 -7,580	-41%	-$198K	0.07%	294
2024 Q4	$482K	Buy	+18,434	New	+$502K	0.12%	188

Other funds holding DBMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Legacy Capital Wealth Partners's DBMF Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2026, closing a stake of 7,706 shares — an estimated $216K sold.

Legacy Capital Wealth Partners first reported a position in DBMF in Q4 2024 and held it in 3 quarters. The position peaked at $482K in Q4 2024. 300 funds tracked by Wall St. Rank hold DBMF as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 7,706 iMGP DBi Managed Futures Strategy ETF shares in Q1 2026, an estimated $216K.
Legacy Capital Wealth Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 3 quarters.
Legacy Capital Wealth Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $482K in Q4 2024.
300 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.