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
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 $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's DMA Position: Q1 2026 in Review

Perigon Wealth Management held its Destra Multi-Alternative Fund (DMA) position steady in Q1 2026 at 13,794 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Perigon Wealth Management first reported a position in DMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $124K in Q4 2025. 27 funds tracked by Wall St. Rank hold DMA as of Q1 2026.

  • Perigon Wealth Management held 13,794 shares of Destra Multi-Alternative Fund worth $112K as of Q1 2026.
  • Perigon Wealth Management left its Destra Multi-Alternative Fund share count unchanged in Q1 2026.
  • Destra Multi-Alternative Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1256 holding.
  • Perigon Wealth Management first reported a position in Destra Multi-Alternative Fund in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Destra Multi-Alternative Fund position peaked at $124K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.