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

Congress Wealth Management’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
Q1 		– Sell
-7,393
Closed -$237K – 1078
2024
Q4 		$237K Buy
7,393
+499
+7% +$15.9K ﹤0.01% 817
2024
Q3 		$222K Sell
6,894
-13,242
-66% -$410K ﹤0.01% 802
2024
Q2 		$646K Sell
20,136
-785
-4% -$25.6K 0.01% 499
2024
Q1 		$651K Sell
20,921
-1,377
-6% -$41.7K 0.01% 421
2023
Q4 		$678K Sell
22,298
-5,680
-20% -$179K 0.01% 430
2023
Q3 		$899K Buy
27,978
+1,620
+6% +$52.2K 0.02% 389
2023
Q2 		$806K Sell
26,358
-201,853
-88% -$6.23M 0.02% 361
2023
Q1 		$7.21M Sell
228,211
-449,636
-66% -$14.4M 0.17% 153
2022
Q4 		$22.9M Buy
677,847
+348,358
+106% +$11.8M 0.59% 40
2022
Q3 		$10.8M Sell
329,489
-37,230
-10% -$1.3M 0.29% 93
2022
Q2 		$12.8M Buy
366,719
+42,475
+13% +$1.64M 0.33% 70
2022
Q1 		$12M Sell
324,244
-19,814
-6% -$665K 0.26% 100
2021
Q4 		$9.87M Buy
+344,058
New +$10.1M 0.2% 152

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Congress Wealth Management's DJP Position: Q1 2025 in Review

Congress Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2025, closing a stake of 7,393 shares — an estimated $237K sold.

Congress Wealth Management first reported a position in DJP in Q4 2021 and held it in 13 quarters. The position peaked at $22.9M in Q4 2022. 132 funds tracked by Wall St. Rank hold DJP as of Q1 2025.

  • Congress Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 7,393 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2025, an estimated $237K.
  • Congress Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2021 and held it in 13 quarters.
  • Congress Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $22.9M in Q4 2022.
  • 132 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.