OWP
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ORG Wealth Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

ORG Wealth Partners’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
Q2 		$1.37M Buy
44,853
+12,296
+38% +$378K 0.21% 61
2026
Q1 		$982K Buy
32,557
+5,885
+22% +$176K 0.19% 72
2025
Q4 		$748K Sell
26,672
-505
-2% -$14.4K 0.18% 85
2025
Q3 		$742K Sell
27,177
-703
-3% -$18.4K 0.16% 89
2025
Q2 		$718K Buy
27,880
+1,850
+7% +$46.8K 0.17% 83
2025
Q1 		$659K Buy
26,030
+5,752
+28% +$150K 0.2% 91
2024
Q4 		$530K Sell
20,278
-2,749
-12% -$74.8K 0.16% 59
2024
Q3 		$648K Buy
+23,027
New +$657K 0.22% 53

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

ORG Wealth Partners's DBMF Position: Q2 2026 in Review

ORG Wealth Partners increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 38% in Q2 2026, buying an estimated $378K and bringing the position to 44,853 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #61.

ORG Wealth Partners first reported a position in DBMF in Q3 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • ORG Wealth Partners held 44,853 shares of iMGP DBi Managed Futures Strategy ETF worth $1.37M as of Q2 2026.
  • ORG Wealth Partners bought 12,296 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $378K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.21% of ORG Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • ORG Wealth Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
  • 327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.