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

Mutual 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 Q1	–	Sell	-6,737	Closed	-$227K	–	983
2022 Q4	$227K	Sell	6,737 -1,000	-13%	-$34K	0.01%	830
2022 Q3	$255K	Buy	7,737 +400	+5%	+$14K	0.01%	761
2022 Q2	$255K	Buy	7,337 +1,200	+20%	+$46.4K	0.02%	724
2022 Q1	$227K	Buy	+6,137	New	+$206K	0.01%	793

Other funds holding DJP

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

CWM

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

Mutual Advisors's DJP Position: Q1 2023 in Review

Mutual Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2023, closing a stake of 6,737 shares — an estimated $227K sold.

Mutual Advisors first reported a position in DJP in Q1 2022 and held it in 4 quarters. The position peaked at $255K in Q3 2022. 142 funds tracked by Wall St. Rank hold DJP as of Q1 2023.

Mutual Advisors 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.
Mutual Advisors sold 6,737 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2023, an estimated $227K.
Mutual Advisors 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.
Mutual Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $255K in Q3 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 Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.