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

Intercontinental 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
2023 Q2	$260K	Hold	8,500	–	–	0.06%	277
2023 Q1	$269K	Buy	+8,500	New	+$272K	0.07%	271

Other funds holding DJP

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

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

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 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 $609B AUM 40.19% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intercontinental Wealth Advisors's DJP Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q2 2023 at 8,500 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #277.

Intercontinental Wealth Advisors first reported a position in DJP in Q1 2023 and has held it in 2 quarters since. The position peaked at $269K in Q1 2023. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2023.

Intercontinental Wealth Advisors held 8,500 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $260K as of Q2 2023.
Intercontinental Wealth Advisors left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q2 2023.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #277 holding.
Intercontinental Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2023 and has held it in 2 quarters since.
Intercontinental Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $269K in Q1 2023.
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 Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.