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

Lowe 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 Q3	–	Sell	-310	Closed	-$9.48K	–	320
2023 Q2	$9.48K	Hold	310	–	–	﹤0.01%	221
2023 Q1	$9.79K	Hold	310	–	–	0.01%	210
2022 Q4	$10.4K	Hold	310	–	–	0.01%	212
2022 Q3	$10K	Hold	310	–	–	0.01%	197
2022 Q2	$11K	Hold	310	–	–	0.01%	179
2022 Q1	$11K	Hold	310	–	–	0.01%	191
2021 Q4	$9K	Hold	310	–	–	﹤0.01%	197
2021 Q3	$9K	Hold	310	–	–	﹤0.01%	191
2021 Q2	$8K	Hold	310	–	–	﹤0.01%	195
2021 Q1	$7K	Hold	310	–	–	﹤0.01%	192
2020 Q4	$7K	Hold	310	–	–	﹤0.01%	186
2020 Q3	$6K	Hold	310	–	–	﹤0.01%	187
2020 Q2	$5K	Hold	310	–	–	﹤0.01%	185
2020 Q1	$5K	Sell	310 -700	-69%	-$14.2K	﹤0.01%	188
2019 Q4	$23K	Hold	1,010	–	–	0.01%	111
2019 Q3	$22K	Hold	1,010	–	–	0.01%	109
2019 Q2	$22K	Hold	1,010	–	–	0.01%	115
2019 Q1	$22K	Hold	1,010	–	–	0.01%	103
2018 Q4	$21K	Hold	1,010	–	–	0.01%	100
2018 Q3	$24K	Hold	1,010	–	–	0.01%	103
2018 Q2	$25K	Hold	1,010	–	–	0.02%	100
2018 Q1	$25K	Buy	+1,010	New	+$24.8K	0.02%	97

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

DCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

HBT

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

Lowe Wealth Advisors's DJP Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2023, closing a stake of 310 shares — an estimated $9.48K sold.

Lowe Wealth Advisors first reported a position in DJP in Q1 2018 and held it in 22 quarters. The position peaked at $25K in Q2 2018. 136 funds tracked by Wall St. Rank hold DJP as of Q3 2023.

Lowe Wealth Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 310 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2023, an estimated $9.48K.
Lowe Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2018 and held it in 22 quarters.
Lowe Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $25K in Q2 2018.
136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.