Live Oak Investment Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Live Oak Investment 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 Q2	$4.55M	Buy	148,674 +4,638	+3%	+$142K	2.45%	14
2026 Q1	$4.34M	Buy	144,036 +6,014	+4%	+$180K	2.56%	12
2025 Q4	$3.87M	Buy	138,022 +6,333	+5%	+$181K	2.38%	12
2025 Q3	$3.6M	Buy	131,689 +15,911	+14%	+$416K	2.38%	10
2025 Q2	$2.98M	Buy	115,778 +12	+0%	+$303	2.29%	12
2025 Q1	$2.92M	Buy	+115,766	New	+$3.02M	2.31%	9
2024 Q4	–	Hold	0	–	–	–	14

Other funds holding DBMF

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

PPW

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

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

CPCM

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

Live Oak Investment Partners's DBMF Position: Q2 2026 in Review

Live Oak Investment Partners increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 3.2% in Q2 2026, buying an estimated $142K and bringing the position to 148,674 shares worth $4.55M. The position accounts for 2.45% of the portfolio, ranked #14.

Live Oak Investment Partners first reported a position in DBMF in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Live Oak Investment Partners held 148,674 shares of iMGP DBi Managed Futures Strategy ETF worth $4.55M as of Q2 2026.
Live Oak Investment Partners bought 4,638 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $142K.
iMGP DBi Managed Futures Strategy ETF made up 2.45% of Live Oak Investment Partners's portfolio in Q2 2026, its #14 holding.
Live Oak Investment Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.