Larson Financial Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Larson Financial Group’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 Q4	–	Sell	-6	Closed	-$193	–	2808
2024 Q3	$193	Hold	6	–	–	﹤0.01%	2387
2024 Q2	$192	Hold	6	–	–	﹤0.01%	2081
2024 Q1	$187	Hold	6	–	–	﹤0.01%	1644
2023 Q4	$182	Hold	6	–	–	﹤0.01%	1657
2023 Q3	$193	Hold	6	–	–	﹤0.01%	1638
2023 Q2	$183	Sell	6 -6	-50%	-$185	﹤0.01%	1503
2023 Q1	$379	Hold	12	–	–	﹤0.01%	1438
2022 Q4	$405	Hold	12	–	–	﹤0.01%	1388
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1317
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1208
2022 Q1	$0	Hold	12	–	–	﹤0.01%	1070
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1091
2021 Q3	$0	Hold	12	–	–	﹤0.01%	896
2021 Q2	$0	Sell	12 -65	-84%	-$1.69K	﹤0.01%	839
2021 Q1	$2K	Sell	77 -348	-82%	-$8.19K	﹤0.01%	701
2020 Q4	$9K	Sell	425 -2	-0.5%	-$41	﹤0.01%	507
2020 Q3	$8K	Sell	427 -938	-69%	-$18.1K	﹤0.01%	465
2020 Q2	$24K	Sell	1,365 -184	-12%	-$3.1K	0.01%	270
2020 Q1	$26K	Sell	1,549 -1,473	-49%	-$29.8K	0.02%	203
2019 Q4	$69K	Sell	3,022 -695	-19%	-$15.4K	0.04%	127
2019 Q3	$81K	Sell	3,717 -1,819	-33%	-$39.8K	0.05%	113
2019 Q2	$123K	Sell	5,536 -1,125	-17%	-$25.1K	0.09%	75
2019 Q1	$151K	Sell	6,661 -358	-5%	-$8.04K	0.12%	64
2018 Q4	$149K	Sell	7,019 -1,577	-18%	-$36.6K	0.14%	61
2018 Q3	$204K	Sell	8,596 -3,714	-30%	-$86.6K	0.23%	46
2018 Q2	$300K	Sell	12,310 -1,904	-13%	-$47.4K	0.35%	36
2018 Q1	$346K	Sell	14,214 -89,599	-86%	-$2.2M	0.41%	34
2017 Q4	$2.53M	Buy	+103,813	New	+$2.46M	2.13%	12

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 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 $5.71B AUM 30.33% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Larson Financial Group's DJP Position: Q4 2024 in Review

Larson Financial Group sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2024, closing a stake of 6 shares — an estimated $193 sold.

Larson Financial Group first reported a position in DJP in Q4 2017 and held it in 28 quarters. The position peaked at $2.53M in Q4 2017. 131 funds tracked by Wall St. Rank hold DJP as of Q4 2024.

Larson Financial Group reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 6 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2024, an estimated $193.
Larson Financial Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and held it in 28 quarters.
Larson Financial Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $2.53M in Q4 2017.
131 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.