MWM
DBMF icon

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

Moulton 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
Q3 		– Sell
-24,958
Closed -$762K – 64
2026
Q2 		$762K Buy
+24,958
New +$767K 0.5% 45

Other funds holding DBMF

EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Moulton Wealth Management's DBMF Position: Q3 2026 in Review

Moulton Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2026, closing a stake of 24,958 shares — an estimated $762K sold.

Moulton Wealth Management first reported a position in DBMF in Q2 2026 and held it in 1 quarter. The position peaked at $762K in Q2 2026. 41 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • Moulton Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 24,958 iMGP DBi Managed Futures Strategy ETF shares in Q3 2026, an estimated $762K.
  • Moulton Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2026 and held it in 1 quarter.
  • Moulton Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $762K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.