HWMA
JJC

Heritage Wealth Management (Arizona)’s iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN JJC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio JJC Stock Details JJC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.94K Buy
100
+50
+100% +$915 ﹤0.01% 983
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1002
2022
Q2 		$925 Buy
+50
New +$1.09K ﹤0.01% 929

Other funds holding JJC

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JJC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN (JJC) stake by 100% in Q4 2022, buying an estimated $915 and bringing the position to 100 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Heritage Wealth Management (Arizona) first reported a position in JJC in Q2 2022 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold JJC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 100 shares of iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN worth $1.94K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 50 iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN shares in Q4 2022, an estimated $915.
  • iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #983 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN in Q2 2022 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.