MF
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Montis Financial’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Montis Financial’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
2024
Q2 		– Sell
-12,051
Closed -$346K – 82
2024
Q1 		$346K Buy
+12,051
New +$325K 0.16% 59

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montis Financial's DBMF Position: Q2 2024 in Review

Montis Financial sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2024, closing a stake of 12,051 shares — an estimated $346K sold.

Montis Financial first reported a position in DBMF in Q1 2024 and held it in 1 quarter. The position peaked at $346K in Q1 2024. 155 funds tracked by Wall St. Rank hold DBMF as of Q2 2024.

  • Montis Financial reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Montis Financial sold 12,051 iMGP DBi Managed Futures Strategy ETF shares in Q2 2024, an estimated $346K.
  • Montis Financial first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Montis Financial's iMGP DBi Managed Futures Strategy ETF position peaked at $346K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2024.

Based on Montis Financial's 13F filing for Q2 2024, filed 7 Aug 2024.