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

Legend Financial Advisors’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
2025 Q1	–	Sell	-58	Closed	-$1.52K	–	86
2024 Q4	$1.52K	Hold	58	–	–	﹤0.01%	207
2024 Q3	$1.63K	Buy	58 +23	+66%	+$657	﹤0.01%	144
2024 Q2	$1.05K	Buy	35 +10	+40%	+$295	﹤0.01%	249
2024 Q1	$717	Sell	25 -35	-58%	-$945	﹤0.01%	181
2023 Q4	$1.55K	Hold	60	–	–	﹤0.01%	183
2023 Q3	$1.73K	Buy	60 +13	+28%	+$362	﹤0.01%	180
2023 Q2	$1.3K	Buy	47 +35	+292%	+$936	﹤0.01%	204
2023 Q1	$316	Hold	12	–	–	﹤0.01%	228
2022 Q4	$349	Buy	+12	New	+$389	﹤0.01%	243

Other funds holding DBMF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

Northwestern Mutual Wealth Management

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

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return