Crewe Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Crewe Advisors’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
2023 Q3	–	Sell	-64	Closed	-$1.96K	–	672
2023 Q2	$1.96K	Hold	64	–	–	﹤0.01%	538
2023 Q1	$2.02K	Hold	64	–	–	﹤0.01%	722
2022 Q4	$2.16K	Hold	64	–	–	﹤0.01%	828
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	1030
2022 Q2	$2K	Hold	64	–	–	﹤0.01%	965
2022 Q1	$2K	Buy	+64	New	+$2.15K	﹤0.01%	428
2019 Q1	–	Sell	-200	Closed	-$4K	–	252
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	202
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	212
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	229
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	237
2017 Q4	$5K	Buy	+200	New	+$4.74K	﹤0.01%	236

Other funds holding DJP

BBA

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

Jane Street New York $777B AUM 61.18% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

DCM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APW

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

HBT

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

Crewe Advisors's DJP Position: Q3 2023 in Review

Crewe Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2023, closing a stake of 64 shares — an estimated $1.96K sold.

Crewe Advisors first reported a position in DJP in Q4 2017 and held it in 11 quarters. The position peaked at $5K in Q3 2018. 136 funds tracked by Wall St. Rank hold DJP as of Q3 2023.

Crewe Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 64 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2023, an estimated $1.96K.
Crewe Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and held it in 11 quarters.
Crewe Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $5K in Q3 2018.
136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.