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 $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

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

CPCM

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Legend Financial Advisors's DBMF Position: Q1 2025 in Review

Legend Financial Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2025, closing a stake of 58 shares — an estimated $1.52K sold.

Legend Financial Advisors first reported a position in DBMF in Q4 2022 and held it in 9 quarters. The position peaked at $1.73K in Q3 2023. 189 funds tracked by Wall St. Rank hold DBMF as of Q1 2025.

Legend Financial Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 58 iMGP DBi Managed Futures Strategy ETF shares in Q1 2025, an estimated $1.52K.
Legend Financial Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 9 quarters.
Legend Financial Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $1.73K in Q3 2023.
189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.