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

Moran 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
2023
Q2 		– Sell
-36,290
Closed -$954K – 386
2023
Q1 		$954K Sell
36,290
-14,770
-29% -$412K 0.04% 258
2022
Q4 		$1.49M Buy
+51,060
New +$1.66M 0.06% 236

Other funds holding DBMF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Moran Wealth Management's DBMF Position: Q2 2023 in Review

Moran Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2023, closing a stake of 36,290 shares — an estimated $954K sold.

Moran Wealth Management first reported a position in DBMF in Q4 2022 and held it in 2 quarters. The position peaked at $1.49M in Q4 2022. 135 funds tracked by Wall St. Rank hold DBMF as of Q2 2023.

  • Moran Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 36,290 iMGP DBi Managed Futures Strategy ETF shares in Q2 2023, an estimated $954K.
  • Moran Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $1.49M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.