GRP
DJP icon

Global Retirement Partners’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Global Retirement Partners’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
2024
Q3 		– Sell
-600
Closed -$19.2K – 3543
2024
Q2 		$19.2K Buy
+600
New +$19.5K ﹤0.01% 2000
2024
Q1 		– Sell
-731
Closed -$21.9K – 3407
2023
Q4 		$21.9K Sell
731
-354
-33% -$11.1K ﹤0.01% 1718
2023
Q3 		$33.8K Buy
1,085
+765
+239% +$24.6K ﹤0.01% 1441
2023
Q2 		$9.78K Buy
320
+15
+5% +$463 ﹤0.01% 1969
2023
Q1 		$9.25K Buy
+305
New +$9.78K ﹤0.01% 1951
2022
Q3 		– Sell
-1,081
Closed -$38K – 2750
2022
Q2 		$38K Hold
1,081
– – ﹤0.01% 1094
2022
Q1 		$43K Buy
+1,081
New +$36.3K ﹤0.01% 1047
2021
Q4 		– Sell
-784
Closed -$23K – 587
2021
Q3 		$23K Sell
784
-359
-31% -$9.9K ﹤0.01% 1156
2021
Q2 		$31K Buy
1,143
+387
+51% +$10.1K ﹤0.01% 1035
2021
Q1 		$18K Hold
756
– – ﹤0.01% 1138
2020
Q4 		$17K Sell
756
-443
-37% -$9.1K ﹤0.01% 1084
2020
Q3 		$23K Buy
+1,199
New +$23.1K ﹤0.01% 872
2020
Q2 		– Sell
-46
Closed -$1K – 1628
2020
Q1 		$1K Sell
46
-593
-93% -$12K ﹤0.01% 1476
2019
Q4 		$15K Buy
639
+182
+40% +$4.04K ﹤0.01% 1035
2019
Q3 		$10K Buy
457
+350
+327% +$7.67K ﹤0.01% 1110
2019
Q2 		$2K Buy
+107
New +$2.38K ﹤0.01% 1431

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
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
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Global Retirement Partners's DJP Position: Q3 2024 in Review

Global Retirement Partners sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2024, closing a stake of 600 shares — an estimated $19.2K sold.

Global Retirement Partners first reported a position in DJP in Q2 2019 and held it in 16 quarters. The position peaked at $43K in Q1 2022. 121 funds tracked by Wall St. Rank hold DJP as of Q3 2024.

  • Global Retirement Partners reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 600 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2024, an estimated $19.2K.
  • Global Retirement Partners first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2019 and held it in 16 quarters.
  • Global Retirement Partners's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $43K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.