SHJ
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Sharkey, Howes & Javer’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Sharkey, Howes & Javer’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
2023
Q2 		– Sell
-50,158
Closed -$1.32M – 96
2023
Q1 		$1.32M Sell
50,158
-33,292
-40% -$929K 0.28% 47
2022
Q4 		$2.43M Buy
+83,450
New +$2.71M 0.56% 32

Other funds holding DBMF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Sharkey, Howes & Javer's DBMF Position: Q2 2023 in Review

Sharkey, Howes & Javer sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2023, closing a stake of 50,158 shares — an estimated $1.32M sold.

Sharkey, Howes & Javer first reported a position in DBMF in Q4 2022 and held it in 2 quarters. The position peaked at $2.43M in Q4 2022. 135 funds tracked by Wall St. Rank hold DBMF as of Q2 2023.

  • Sharkey, Howes & Javer reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 50,158 iMGP DBi Managed Futures Strategy ETF shares in Q2 2023, an estimated $1.32M.
  • Sharkey, Howes & Javer first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Sharkey, Howes & Javer's iMGP DBi Managed Futures Strategy ETF position peaked at $2.43M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2023, filed 14 Jul 2023.