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

Strategic Planning 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
2026 Q3	$21.2M	Buy	+650,230	New	+$20.4M	2.19%	17

Other funds holding DBMF

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Strategic Planning Group's DBMF Position: Q3 2026 in Review

Strategic Planning Group opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2026: 650,230 shares worth $21.2M. The stake represents 2.19% of the portfolio and ranks #17 among its holdings.

102 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

Strategic Planning Group held 650,230 shares of iMGP DBi Managed Futures Strategy ETF worth $21.2M as of Q3 2026.
iMGP DBi Managed Futures Strategy ETF was a new Strategic Planning Group position in Q3 2026.
iMGP DBi Managed Futures Strategy ETF made up 2.19% of Strategic Planning Group's portfolio in Q3 2026, its #17 holding.
102 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.