WEG
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World Equity Group’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

World Equity Group’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
2025
Q1 		– Sell
-11,190
Closed -$293K – 313
2024
Q4 		$293K Buy
+11,190
New +$305K 0.06% 271

Other funds holding DBMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

World Equity Group's DBMF Position: Q1 2025 in Review

World Equity Group sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q1 2025, closing a stake of 11,190 shares — an estimated $293K sold.

World Equity Group first reported a position in DBMF in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 188 funds tracked by Wall St. Rank hold DBMF as of Q1 2025.

  • World Equity Group reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 11,190 iMGP DBi Managed Futures Strategy ETF shares in Q1 2025, an estimated $293K.
  • World Equity Group first reported a position in iMGP DBi Managed Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • World Equity Group's iMGP DBi Managed Futures Strategy ETF position peaked at $293K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.