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Trademark Financial Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Trademark Financial Management’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 		$4.14M Buy
135,356
+110,779
+451% +$3.4M 1.7% 17
2026
Q1 		$741K Buy
+24,577
New +$736K 0.36% 50

Other funds holding DBMF

PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Trademark Financial Management's DBMF Position: Q2 2026 in Review

Trademark Financial Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 451% in Q2 2026, buying an estimated $3.4M and bringing the position to 135,356 shares worth $4.14M. The position accounts for 1.7% of the portfolio, ranked #17.

Trademark Financial Management first reported a position in DBMF in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

  • Trademark Financial Management held 135,356 shares of iMGP DBi Managed Futures Strategy ETF worth $4.14M as of Q2 2026.
  • Trademark Financial Management bought 110,779 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.4M.
  • iMGP DBi Managed Futures Strategy ETF made up 1.7% of Trademark Financial Management's portfolio in Q2 2026, its #17 holding.
  • Trademark Financial Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.