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V Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

V Wealth Advisors’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
2023
Q3 		– Sell
-7,370
Closed -$204K – 163
2023
Q2 		$204K Buy
+7,370
New +$197K 0.03% 362

Other funds holding DBMF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

V Wealth Advisors's DBMF Position: Q3 2023 in Review

V Wealth Advisors sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2023, closing a stake of 7,370 shares — an estimated $204K sold.

V Wealth Advisors first reported a position in DBMF in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 135 funds tracked by Wall St. Rank hold DBMF as of Q3 2023.

  • V Wealth Advisors reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,370 iMGP DBi Managed Futures Strategy ETF shares in Q3 2023, an estimated $204K.
  • V Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $204K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.