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Meredith Wealth Planning’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Meredith Wealth Planning’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
2023
Q1 		– Sell
-37,308
Closed -$1.09M – 64
2022
Q4 		$1.09M Buy
+37,308
New +$1.21M 0.94% 13

Other funds holding DBMF

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Meredith Wealth Planning's DBMF Position: Q1 2023 in Review

Meredith Wealth Planning sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2023, closing a stake of 37,308 shares — an estimated $1.09M sold.

Meredith Wealth Planning first reported a position in DBMF in Q4 2022 and held it in 1 quarter. The position peaked at $1.09M in Q4 2022. 139 funds tracked by Wall St. Rank hold DBMF as of Q1 2023.

  • Meredith Wealth Planning reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 37,308 iMGP DBi Managed Futures Strategy ETF shares in Q1 2023, an estimated $1.09M.
  • Meredith Wealth Planning first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Meredith Wealth Planning's iMGP DBi Managed Futures Strategy ETF position peaked at $1.09M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2023.

Based on Meredith Wealth Planning's 13F filing for Q1 2023, filed 24 Apr 2023.