NWWA
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New Wave Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-2,564
Closed -$67.1K – 259
2024
Q4 		$67.1K Buy
+2,564
New +$69.8K 0.03% 203

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

New Wave Wealth Advisors's DBMF Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2025, closing a stake of 2,564 shares — an estimated $67.1K sold.

New Wave Wealth Advisors first reported a position in DBMF in Q4 2024 and held it in 1 quarter. The position peaked at $67.1K in Q4 2024. 188 funds tracked by Wall St. Rank hold DBMF as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 2,564 iMGP DBi Managed Futures Strategy ETF shares in Q1 2025, an estimated $67.1K.
  • New Wave Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $67.1K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.