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

PlanWiser Financial’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 Q3	$5.28M	Buy	+162,170	New	+$5.09M	3.54%	6

Other funds holding DBMF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

PlanWiser Financial's DBMF Position: Q3 2026 in Review

PlanWiser Financial opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2026: 162,170 shares worth $5.28M. The stake represents 3.54% of the portfolio and ranks #6 among its holdings.

314 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

PlanWiser Financial held 162,170 shares of iMGP DBi Managed Futures Strategy ETF worth $5.28M as of Q3 2026.
iMGP DBi Managed Futures Strategy ETF was a new PlanWiser Financial position in Q3 2026.
iMGP DBi Managed Futures Strategy ETF made up 3.54% of PlanWiser Financial's portfolio in Q3 2026, its #6 holding.
314 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on PlanWiser Financial's 13F filing for Q3 2026, filed 12 Nov 2026.