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Steward Partners Investment Solutions’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Steward Partners Investment Solutions’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 		$215K Sell
7,500
-5,965
-44% -$161K 0.04% 239
2023
Q4 		$347K Buy
+13,465
New +$374K 0.14% 111

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 $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
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 $9.42B AUM 17.63% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Steward Partners Investment Solutions's DBMF Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 44% in Q1 2024, selling an estimated $161K and leaving 7,500 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #239.

Steward Partners Investment Solutions first reported a position in DBMF in Q4 2023 and has held it in 2 quarters since. The position peaked at $347K in Q4 2023. 142 funds tracked by Wall St. Rank hold DBMF as of Q1 2024.

  • Steward Partners Investment Solutions held 7,500 shares of iMGP DBi Managed Futures Strategy ETF worth $215K as of Q1 2024.
  • Steward Partners Investment Solutions sold 5,965 iMGP DBi Managed Futures Strategy ETF shares in Q1 2024, an estimated $161K.
  • iMGP DBi Managed Futures Strategy ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #239 holding.
  • Steward Partners Investment Solutions first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's iMGP DBi Managed Futures Strategy ETF position peaked at $347K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.