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Peak Financial Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Peak Financial 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
2023
Q3 		– Sell
-8,236
Closed -$228K – 58
2023
Q2 		$228K Buy
+8,236
New +$220K 0.18% 64

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Peak Financial Advisors's DBMF Position: Q3 2023 in Review

Peak Financial Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2023, closing a stake of 8,236 shares — an estimated $228K sold.

Peak Financial Advisors first reported a position in DBMF in Q2 2023 and held it in 1 quarter. The position peaked at $228K in Q2 2023. 135 funds tracked by Wall St. Rank hold DBMF as of Q3 2023.

  • Peak Financial Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 8,236 iMGP DBi Managed Futures Strategy ETF shares in Q3 2023, an estimated $228K.
  • Peak Financial Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Peak Financial Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $228K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.