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

TriaGen Wealth 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
2025 Q3	–	Sell	-88,500	Closed	-$2.28M	–	187
2025 Q2	$2.28M	Buy	88,500 +9,397	+12%	+$238K	0.69%	41
2025 Q1	$2M	Buy	79,103 +18,307	+30%	+$477K	0.7%	38
2024 Q4	$1.59M	Buy	60,796 +6,123	+11%	+$167K	0.54%	53
2024 Q3	$1.54M	Buy	54,673 +10,963	+25%	+$313K	0.52%	54
2024 Q2	$1.31M	Buy	43,710 +18,748	+75%	+$553K	0.51%	55
2024 Q1	$716K	Buy	+24,962	New	+$674K	0.3%	75

Other funds holding DBMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LGWM

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

CPCM

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

TriaGen Wealth Management's DBMF Position: Q3 2025 in Review

TriaGen Wealth Management sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2025, closing a stake of 88,500 shares — an estimated $2.28M sold.

TriaGen Wealth Management first reported a position in DBMF in Q1 2024 and held it in 6 quarters. The position peaked at $2.28M in Q2 2025. 192 funds tracked by Wall St. Rank hold DBMF as of Q3 2025.

TriaGen Wealth Management reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
TriaGen Wealth Management sold 88,500 iMGP DBi Managed Futures Strategy ETF shares in Q3 2025, an estimated $2.28M.
TriaGen Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2024 and held it in 6 quarters.
TriaGen Wealth Management's iMGP DBi Managed Futures Strategy ETF position peaked at $2.28M in Q2 2025.
192 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2025.

Based on TriaGen Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.