Meridian Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Meridian Wealth Management’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	$677K	Buy	22,464 +8,987	+67%	+$269K	0.02%	435
2025 Q4	$378K	Buy	13,477 +4,051	+43%	+$116K	0.01%	562
2025 Q3	$257K	Sell	9,426 -4,832	-34%	-$126K	0.01%	620
2025 Q2	$367K	Sell	14,258 -6,626	-32%	-$168K	0.02%	522
2025 Q1	$528K	Sell	20,884 -3,342	-14%	-$87.1K	0.03%	401
2024 Q4	$634K	Sell	24,226 -4,684	-16%	-$127K	0.03%	372
2024 Q3	$813K	Sell	28,910 -2,780	-9%	-$79.4K	0.04%	317
2024 Q2	$953K	Buy	+31,690	New	+$935K	0.11%	117
2024 Q1	–	Sell	-15,795	Closed	-$407K	–	262
2023 Q4	$407K	Sell	15,795 -1,660	-10%	-$46.1K	0.03%	425
2023 Q3	$504K	Sell	17,455 -14,852	-46%	-$413K	0.03%	367
2023 Q2	$893K	Buy	32,307 +16,973	+111%	+$454K	0.08%	220
2023 Q1	$403K	Buy	+15,334	New	+$428K	0.04%	356

Other funds holding DBMF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Meridian Wealth Management's DBMF Position: Q1 2026 in Review

Meridian Wealth Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 67% in Q1 2026, buying an estimated $269K and bringing the position to 22,464 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #435.

Meridian Wealth Management first reported a position in DBMF in Q1 2023 and has held it in 12 quarters since. The position peaked at $953K in Q2 2024. 298 funds tracked by Wall St. Rank hold DBMF as of Q1 2026.

Meridian Wealth Management held 22,464 shares of iMGP DBi Managed Futures Strategy ETF worth $677K as of Q1 2026.
Meridian Wealth Management bought 8,987 iMGP DBi Managed Futures Strategy ETF shares in Q1 2026, an estimated $269K.
iMGP DBi Managed Futures Strategy ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #435 holding.
Meridian Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2023 and has held it in 12 quarters since.
Meridian Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $953K in Q2 2024.
298 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.