CWP
JJN

Cyndeo Wealth Partners’s iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN JJN Stock Holding History

Cyndeo Wealth Partners’s Portfolio JJN Stock Details JJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-146,479
Closed -$5.82M – 336
2022
Q4 		$5.82M Buy
+146,479
New +$4.98M 0.68% 45

Other funds holding JJN

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Cyndeo Wealth Partners's JJN Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN (JJN) in Q1 2023, closing a stake of 146,479 shares — an estimated $5.82M sold.

Cyndeo Wealth Partners first reported a position in JJN in Q4 2022 and held it in 1 quarter. The position peaked at $5.82M in Q4 2022. 12 funds tracked by Wall St. Rank hold JJN as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 146,479 iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN shares in Q1 2023, an estimated $5.82M.
  • Cyndeo Wealth Partners first reported a position in iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN position peaked at $5.82M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held iPath Series B Bloomberg Nickel Subindex Total ReturnSM ETN as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.