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DBMF icon

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

Naviter Wealth’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
-1,851,764
Closed -$47.2M – 283
2025
Q1 		$47.2M Sell
1,851,764
-5,478
-0.3% -$143K 5.72% 2
2024
Q4 		$48.6M Buy
1,857,242
+172,742
+10% +$4.7M 5.86% 2
2024
Q3 		$47.4M Buy
1,684,500
+48,446
+3% +$1.38M 6.6% 1
2024
Q2 		$49.2M Buy
1,636,054
+121,168
+8% +$3.58M 7.34% 1
2024
Q1 		$43.4M Buy
1,514,886
+1,252,680
+478% +$33.8M 7.11% 1
2023
Q4 		$6.75M Sell
262,206
-800,498
-75% -$22.2M 1.36% 15
2023
Q3 		$30.7M Buy
1,062,704
+120,142
+13% +$3.34M 7.41% 1
2023
Q2 		$26M Buy
942,562
+592,629
+169% +$15.8M 6.62% 1
2023
Q1 		$9.2M Sell
349,933
-406,979
-54% -$11.4M 3.22% 6
2022
Q4 		$21.5M Buy
+756,912
New +$24.6M 5.91% 2

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Naviter Wealth's DBMF Position: Q2 2025 in Review

Naviter Wealth sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2025, closing a stake of 1,851,764 shares — an estimated $47.2M sold.

Naviter Wealth first reported a position in DBMF in Q4 2022 and held it in 10 quarters. The position peaked at $49.2M in Q2 2024. 189 funds tracked by Wall St. Rank hold DBMF as of Q2 2025.

  • Naviter Wealth reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 1,851,764 iMGP DBi Managed Futures Strategy ETF shares in Q2 2025, an estimated $47.2M.
  • Naviter Wealth first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 10 quarters.
  • Naviter Wealth's iMGP DBi Managed Futures Strategy ETF position peaked at $49.2M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.