West Financial Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

West Financial 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
2026 Q2	$2.14K	Buy	+70	New	+$2.15K	﹤0.01%	169

Other funds holding DBMF

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

West Financial Advisors's DBMF Position: Q2 2026 in Review

West Financial Advisors opened a new position in iMGP DBi Managed Futures Strategy ETF (DBMF) in Q2 2026: 70 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #169 among its holdings.

115 funds tracked by Wall St. Rank hold DBMF as of Q2 2026.

West Financial Advisors held 70 shares of iMGP DBi Managed Futures Strategy ETF worth $2.14K as of Q2 2026.
iMGP DBi Managed Futures Strategy ETF was a new West Financial Advisors position in Q2 2026.
iMGP DBi Managed Futures Strategy ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #169 holding.
115 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.