Avantax Advisory Services’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-8,218	Closed	-$250K	–	1668
2023 Q4	$250K	Buy	8,218 +383	+5%	+$12K	﹤0.01%	1340
2023 Q3	$252K	Buy	+7,835	New	+$252K	﹤0.01%	1295
2023 Q1	–	Sell	-16,302	Closed	-$550K	–	1498
2022 Q4	$550K	Buy	+16,302	New	+$554K	0.01%	818
2022 Q3	–	Sell	-6,623	Closed	-$230K	–	1342
2022 Q2	$230K	Buy	+6,623	New	+$256K	﹤0.01%	1141
2022 Q1	–	Sell	-14,105	Closed	-$405K	–	1298
2021 Q4	$405K	Buy	+14,105	New	+$414K	0.01%	836
2020 Q1	–	Sell	-17,264	Closed	-$393K	–	819
2019 Q4	$393K	Buy	+17,264	New	+$384K	0.01%	550

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's DJP Position: Q1 2024 in Review

Avantax Advisory Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2024, closing a stake of 8,218 shares — an estimated $250K sold.

Avantax Advisory Services first reported a position in DJP in Q4 2019 and held it in 6 quarters. The position peaked at $550K in Q4 2022. 128 funds tracked by Wall St. Rank hold DJP as of Q1 2024.

Avantax Advisory Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 8,218 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2024, an estimated $250K.
Avantax Advisory Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and held it in 6 quarters.
Avantax Advisory Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $550K in Q4 2022.
128 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.