Merit Financial Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Merit Financial Group’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	$15.4M	Buy	504,693 +102,487	+25%	+$3.15M	0.09%	192
2026 Q1	$12.1M	Buy	402,206 +108,459	+37%	+$3.25M	0.09%	199
2025 Q4	$8.24M	Buy	293,747 +187,131	+176%	+$5.34M	0.07%	238
2025 Q3	$2.91M	Buy	106,616 +69,662	+189%	+$1.82M	0.03%	450
2025 Q2	$951K	Buy	+36,954	New	+$935K	0.01%	816

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

Merit Financial Group's DBMF Position: Q2 2026 in Review

Merit Financial Group increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 25% in Q2 2026, buying an estimated $3.15M and bringing the position to 504,693 shares worth $15.4M. The position accounts for 0.09% of the portfolio, ranked #192.

Merit Financial Group first reported a position in DBMF in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Merit Financial Group held 504,693 shares of iMGP DBi Managed Futures Strategy ETF worth $15.4M as of Q2 2026.
Merit Financial Group bought 102,487 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.15M.
iMGP DBi Managed Futures Strategy ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #192 holding.
Merit Financial Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.