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

Glassman Wealth Services’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 Q2	–	Sell	-58	Closed	-$1.83K	–	1931
2023 Q1	$1.83K	Buy	+58	New	+$1.86K	﹤0.01%	1272
2022 Q1	–	Sell	-42	Closed	-$1K	–	1705
2021 Q4	$1K	Buy	+42	New	+$1.23K	﹤0.01%	1352
2015 Q2	–	Sell	-924	Closed	-$26K	–	428
2015 Q1	$26K	Hold	924	–	–	0.02%	198
2014 Q4	$28K	Buy	+924	New	+$30.6K	0.02%	205

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glassman Wealth Services's DJP Position: Q2 2023 in Review

Glassman Wealth Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2023, closing a stake of 58 shares — an estimated $1.83K sold.

Glassman Wealth Services first reported a position in DJP in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q4 2014. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2023.

Glassman Wealth Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 58 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2023, an estimated $1.83K.
Glassman Wealth Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2014 and held it in 4 quarters.
Glassman Wealth Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $28K in Q4 2014.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.