PWM
DMA

Perigon Wealth Management’s Destra Multi-Alternative Fund DMA Stock Holding History

Perigon Wealth Management’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,794
Closed -$112K – 1451
2026
Q1 		$112K Hold
13,794
– – ﹤0.01% 1256
2025
Q4 		$124K Buy
13,794
+832
+6% +$7.31K ﹤0.01% 1275
2025
Q3 		$112K Buy
+12,962
New +$113K ﹤0.01% 1195

Other funds holding DMA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perigon Wealth Management's DMA Position: Q2 2026 in Review

Perigon Wealth Management sold out of Destra Multi-Alternative Fund (DMA) in Q2 2026, closing a stake of 13,794 shares — an estimated $112K sold.

Perigon Wealth Management first reported a position in DMA in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q4 2025. 29 funds tracked by Wall St. Rank hold DMA as of Q2 2026.

  • Perigon Wealth Management reported no remaining Destra Multi-Alternative Fund position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 13,794 Destra Multi-Alternative Fund shares in Q2 2026, an estimated $112K.
  • Perigon Wealth Management first reported a position in Destra Multi-Alternative Fund in Q3 2025 and held it in 3 quarters.
  • Perigon Wealth Management's Destra Multi-Alternative Fund position peaked at $124K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.