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

Upper Left 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
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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Upper Left Wealth Management's DBMF Position: Q2 2026 in Review

Upper Left Wealth Management increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 6.5% in Q2 2026, buying an estimated $399K and bringing the position to 213,173 shares worth $6.53M. The position accounts for 3.62% of the portfolio, ranked #7.

Upper Left Wealth Management first reported a position in DBMF in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

Upper Left Wealth Management held 213,173 shares of iMGP DBi Managed Futures Strategy ETF worth $6.53M as of Q2 2026.
Upper Left Wealth Management bought 12,999 iMGP DBi Managed Futures Strategy ETF shares in Q2 2026, an estimated $399K.
iMGP DBi Managed Futures Strategy ETF made up 3.62% of Upper Left Wealth Management's portfolio in Q2 2026, its #7 holding.
Upper Left Wealth Management first reported a position in iMGP DBi Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.