AWS
DJP icon

Atria Wealth Solutions’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Atria Wealth Solutions’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,678
Closed -$660K – 1561
2025
Q1 		$660K Sell
18,678
-793
-4% -$27.2K 0.01% 1061
2024
Q4 		$625K Sell
19,471
-12,511
-39% -$398K 0.01% 1149
2024
Q3 		$1.03M Buy
31,982
+3,398
+12% +$105K 0.01% 904
2024
Q2 		$916K Sell
28,584
-221
-0.8% -$7.2K 0.01% 935
2024
Q1 		$896K Sell
28,805
-3,755
-12% -$114K 0.01% 960
2023
Q4 		$989K Sell
32,560
-1,442
-4% -$45.3K 0.01% 865
2023
Q3 		$1.09M Buy
34,002
+3,852
+13% +$124K 0.02% 771
2023
Q2 		$922K Buy
30,150
+187
+0.6% +$5.78K 0.01% 872
2023
Q1 		$947K Buy
29,963
+234
+0.8% +$7.5K 0.01% 818
2022
Q4 		$1M Buy
29,729
+412
+1% +$14K 0.02% 741
2022
Q3 		$965K Sell
29,317
-3,383
-10% -$118K 0.02% 724
2022
Q2 		$1.14M Sell
32,700
-963
-3% -$37.2K 0.02% 646
2022
Q1 		$1.24M Buy
+33,663
New +$1.13M 0.02% 640

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $712M AUM 18.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return