Householder Group Estate & Retirement Specialist’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	–	Sell	-2,151	Closed	-$72K	–	1243
2022 Q4	$72K	Hold	2,151	–	–	0.11%	91
2022 Q3	$70K	Sell	2,151 -4,040	-65%	-$141K	0.03%	328
2022 Q2	$215K	Hold	6,191	–	–	0.1%	182
2022 Q1	$229K	Buy	+6,191	New	+$208K	0.09%	182

Other funds holding DJP

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DJP Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2023, closing a stake of 2,151 shares — an estimated $72K sold.

Householder Group Estate & Retirement Specialist first reported a position in DJP in Q1 2022 and held it in 4 quarters. The position peaked at $229K in Q1 2022. 142 funds tracked by Wall St. Rank hold DJP as of Q1 2023.

Householder Group Estate & Retirement Specialist reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,151 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2023, an estimated $72K.
Householder Group Estate & Retirement Specialist first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $229K in Q1 2022.
142 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.