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

FSC Wealth 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
2025 Q1	–	Sell	-321	Closed	-$10.3K	–	276
2024 Q4	$10.3K	Buy	+321	New	+$10.2K	0.01%	197
2024 Q1	–	Sell	-3,679	Closed	-$112K	–	270
2023 Q4	$112K	Buy	+3,679	New	+$116K	0.08%	66
2023 Q1	–	Sell	-6,037	Closed	-$204K	–	178
2022 Q4	$204K	Buy	+6,037	New	+$205K	0.35%	20
2022 Q1	–	Sell	-6,243	Closed	-$179K	–	173
2021 Q4	$179K	Buy	+6,243	New	+$183K	0.12%	36

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 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

FSC Wealth Advisors's DJP Position: Q1 2025 in Review

FSC Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2025, closing a stake of 321 shares — an estimated $10.3K sold.

FSC Wealth Advisors first reported a position in DJP in Q4 2021 and held it in 4 quarters. The position peaked at $204K in Q4 2022. 132 funds tracked by Wall St. Rank hold DJP as of Q1 2025.

FSC Wealth Advisors 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.
FSC Wealth Advisors sold 321 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2025, an estimated $10.3K.
FSC Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2021 and held it in 4 quarters.
FSC Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $204K 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 FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.