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

Kingswood 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
2025
Q1 		– Sell
-21,723
Closed -$697K – 744
2024
Q4 		$697K Buy
+21,723
New +$692K 0.05% 352

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
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Kingswood Wealth Advisors's DJP Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2025, closing a stake of 21,723 shares — an estimated $697K sold.

Kingswood Wealth Advisors first reported a position in DJP in Q4 2024 and held it in 1 quarter. The position peaked at $697K in Q4 2024. 132 funds tracked by Wall St. Rank hold DJP as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 21,723 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2025, an estimated $697K.
  • Kingswood Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $697K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.