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Wealth Enhancement & Preservation of GA’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-119,070
Closed -$3.47M – 42
2022
Q4 		$3.47M Buy
+119,070
New +$3.86M 5.65% 6

Other funds holding DBMF

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's DBMF Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2023, closing a stake of 119,070 shares — an estimated $3.47M sold.

Wealth Enhancement & Preservation of GA first reported a position in DBMF in Q4 2022 and held it in 1 quarter. The position peaked at $3.47M in Q4 2022. 139 funds tracked by Wall St. Rank hold DBMF as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 119,070 iMGP DBi Managed Futures Strategy ETF shares in Q1 2023, an estimated $3.47M.
  • Wealth Enhancement & Preservation of GA first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iMGP DBi Managed Futures Strategy ETF position peaked at $3.47M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.