Wolff Wiese Magana’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-1,290	Closed	-$37.3K	–	743
2023 Q3	$37.3K	Hold	1,290	–	–	0.03%	213
2023 Q2	$35.6K	Hold	1,290	–	–	0.03%	223
2023 Q1	$33.9K	Sell	1,290 -76	-6%	-$2.12K	0.03%	221
2022 Q4	$39.8K	Buy	+1,366	New	+$44.3K	0.03%	202

Other funds holding DBMF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CPCM

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

Wolff Wiese Magana's DBMF Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q4 2023, closing a stake of 1,290 shares — an estimated $37.3K sold.

Wolff Wiese Magana first reported a position in DBMF in Q4 2022 and held it in 4 quarters. The position peaked at $39.8K in Q4 2022. 131 funds tracked by Wall St. Rank hold DBMF as of Q4 2023.

Wolff Wiese Magana reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 1,290 iMGP DBi Managed Futures Strategy ETF shares in Q4 2023, an estimated $37.3K.
Wolff Wiese Magana first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2022 and held it in 4 quarters.
Wolff Wiese Magana's iMGP DBi Managed Futures Strategy ETF position peaked at $39.8K in Q4 2022.
131 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.