BerganKDV Wealth Management’s DB Gold Double Long ETN due February 15, 2038 DGP Stock Holding History

BerganKDV Wealth Management’s Portfolio DGP Stock Details DGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,500	Closed	-$63.4K	–	915
2023 Q1	$63.4K	Buy	1,500 +600	+67%	+$23.7K	0.01%	364
2022 Q4	$33.5K	Hold	900	–	–	﹤0.01%	422
2022 Q3	$28K	Hold	900	–	–	﹤0.01%	440
2022 Q2	$34K	Hold	900	–	–	﹤0.01%	424
2022 Q1	$39K	Sell	900 -366	-29%	-$15.4K	﹤0.01%	422
2021 Q4	$50K	Hold	1,266	–	–	0.01%	421
2021 Q3	$46K	Hold	1,266	–	–	0.01%	413
2021 Q2	$47K	Hold	1,266	–	–	0.01%	395
2021 Q1	$45K	Buy	1,266 +665	+111%	+$26.1K	0.01%	381
2020 Q4	$27K	Hold	601	–	–	﹤0.01%	426
2020 Q3	$27K	Buy	+601	New	+$28.7K	﹤0.01%	395
2020 Q2	–	Sell	-160	Closed	-$5K	–	986
2020 Q1	$5K	Hold	160	–	–	﹤0.01%	576
2019 Q4	$5K	Hold	160	–	–	﹤0.01%	613
2019 Q3	$5K	Hold	160	–	–	﹤0.01%	555
2019 Q2	$4K	Hold	160	–	–	﹤0.01%	603
2019 Q1	$4K	Buy	+160	New	+$4.03K	﹤0.01%	607

Other funds holding DGP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $405M AUM 34.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BerganKDV Wealth Management's DGP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of DB Gold Double Long ETN due February 15, 2038 (DGP) in Q2 2023, closing a stake of 1,500 shares — an estimated $63.4K sold.

BerganKDV Wealth Management first reported a position in DGP in Q1 2019 and held it in 16 quarters. The position peaked at $63.4K in Q1 2023. 11 funds tracked by Wall St. Rank hold DGP as of Q2 2023.

BerganKDV Wealth Management reported no remaining DB Gold Double Long ETN due February 15, 2038 position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1,500 DB Gold Double Long ETN due February 15, 2038 shares in Q2 2023, an estimated $63.4K.
BerganKDV Wealth Management first reported a position in DB Gold Double Long ETN due February 15, 2038 in Q1 2019 and held it in 16 quarters.
BerganKDV Wealth Management's DB Gold Double Long ETN due February 15, 2038 position peaked at $63.4K in Q1 2023.
11 funds tracked by Wall St. Rank held DB Gold Double Long ETN due February 15, 2038 as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.