MWM
DBMF icon

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

Modern 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
2025
Q2 		– Sell
-8,541
Closed -$216K – 781
2025
Q1 		$216K Buy
8,541
+26
+0.3% +$678 0.01% 626
2024
Q4 		$223K Buy
+8,515
New +$232K 0.01% 534

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's DBMF Position: Q2 2025 in Review

Modern Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2025, closing a stake of 8,541 shares — an estimated $216K sold.

Modern Wealth Management first reported a position in DBMF in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 189 funds tracked by Wall St. Rank hold DBMF as of Q2 2025.

  • Modern Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,541 iMGP DBi Managed Futures Strategy ETF shares in Q2 2025, an estimated $216K.
  • Modern Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Modern Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $223K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.