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RWA Wealth Partners’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-8,040
Closed -$242K – 567
2024
Q2 		$242K Buy
+8,040
New +$237K ﹤0.01% 491

Other funds holding DBMF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RWA Wealth Partners's DBMF Position: Q3 2024 in Review

RWA Wealth Partners sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2024, closing a stake of 8,040 shares — an estimated $242K sold.

RWA Wealth Partners first reported a position in DBMF in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 158 funds tracked by Wall St. Rank hold DBMF as of Q3 2024.

  • RWA Wealth Partners reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 8,040 iMGP DBi Managed Futures Strategy ETF shares in Q3 2024, an estimated $242K.
  • RWA Wealth Partners first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2024 and held it in 1 quarter.
  • RWA Wealth Partners's iMGP DBi Managed Futures Strategy ETF position peaked at $242K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.