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DBMF icon

Retirement Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Retirement Group’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
2024
Q1 		$505K Sell
17,600
-3,000
-15% -$81K 0.18% 70
2023
Q4 		$531K Buy
20,600
+1,200
+6% +$33.3K 0.21% 63
2023
Q3 		$561K Buy
19,400
+2,700
+16% +$75.1K 0.23% 58
2023
Q2 		$461K Buy
16,700
+11,090
+198% +$297K 0.19% 63
2023
Q1 		$148K Buy
5,610
+5,600
+56,000% +$156K 0.07% 111
2022
Q4 		$0 Buy
+10
New +$325 ﹤0.01% 654

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Retirement Group's DBMF Position: Q1 2024 in Review

Retirement Group reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 15% in Q1 2024, selling an estimated $81K and leaving 17,600 shares worth $505K. The position accounts for 0.18% of the portfolio, ranked #70.

Retirement Group first reported a position in DBMF in Q4 2022 and has held it in 6 quarters since. The position peaked at $561K in Q3 2023. 142 funds tracked by Wall St. Rank hold DBMF as of Q1 2024.

  • Retirement Group held 17,600 shares of iMGP DBi Managed Futures Strategy ETF worth $505K as of Q1 2024.
  • Retirement Group sold 3,000 iMGP DBi Managed Futures Strategy ETF shares in Q1 2024, an estimated $81K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.18% of Retirement Group's portfolio in Q1 2024, its #70 holding.
  • Retirement Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's iMGP DBi Managed Futures Strategy ETF position peaked at $561K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.