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

Simplicity Wealth’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 Q2	$1.66M	Buy	54,104 +21,931	+68%	+$674K	0.06%	317
2026 Q1	$970K	Buy	32,173 +1,435	+5%	+$43K	0.06%	302
2025 Q4	$862K	Buy	30,738 +8,780	+40%	+$250K	0.05%	310
2025 Q3	$600K	Sell	21,958 -6,966	-24%	-$182K	0.03%	402
2025 Q2	$744K	Buy	+28,924	New	+$732K	0.03%	385

Other funds holding DBMF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Simplicity Wealth's DBMF Position: Q2 2026 in Review

Simplicity Wealth increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 68% in Q2 2026, buying an estimated $674K and bringing the position to 54,104 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #317.

Simplicity Wealth first reported a position in DBMF in Q2 2025 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Simplicity Wealth held 54,104 shares of iMGP DBi Managed Futures Strategy ETF worth $1.66M as of Q2 2026.
Simplicity Wealth bought 21,931 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $674K.
iMGP DBi Managed Futures Strategy ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #317 holding.
Simplicity Wealth first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
327 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.