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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$7.58M Buy
232,932
+19,759
+9% +$620K 3.93% 5
2026
Q2
$6.53M Buy
213,173
+12,999
+6% +$399K 3.62% 7
2026
Q1
$6.04M Buy
200,174
+4,231
+2% +$127K 3.56% 6
2025
Q4
$5.5M Buy
195,943
+8,344
+4% +$238K 3.35% 8
2025
Q3
$5.12M Buy
187,599
+6,543
+4% +$171K 3.22% 9
2025
Q2
$4.66M Buy
181,056
+29,174
+19% +$738K 3.11% 11
2025
Q1
$3.84M Buy
+151,882
New +$3.96M 2.75% 15

Other funds holding DBMF

Upper Left Wealth Management's DBMF Position: Q3 2026 in Review

Upper Left Wealth Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 9.3% in Q3 2026, buying an estimated $620K and bringing the position to 232,932 shares worth $7.58M. The position accounts for 3.93% of the portfolio, ranked #5.

Upper Left Wealth Management first reported a position in DBMF in Q1 2025 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold DBMF as of Q3 2026.

  • Upper Left Wealth Management held 232,932 shares of iMGP DBi Managed Futures Strategy ETF worth $7.58M as of Q3 2026.
  • Upper Left Wealth Management bought 19,759 iMGP DBi Managed Futures Strategy ETF shares in Q3 2026, an estimated $620K.
  • iMGP DBi Managed Futures Strategy ETF made up 3.93% of Upper Left Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Upper Left Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
  • 72 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.