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Cornerstone Planning Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Cornerstone Planning Group’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
-125
Closed -$4.22K – 1571
2025
Q1 		$4.22K Buy
+125
New +$4.28K ﹤0.01% 777

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 $59.8B 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
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 $176M AUM 57.06% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Cornerstone Planning Group's DJP Position: Q2 2025 in Review

Cornerstone Planning Group sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2025, closing a stake of 125 shares — an estimated $4.22K sold.

Cornerstone Planning Group first reported a position in DJP in Q1 2025 and held it in 1 quarter. The position peaked at $4.22K in Q1 2025. 128 funds tracked by Wall St. Rank hold DJP as of Q2 2025.

  • Cornerstone Planning Group reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 125 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2025, an estimated $4.22K.
  • Cornerstone Planning Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $4.22K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.