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Petix & Botte Financial’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-37,395
Closed -$1.16M – 126
2024
Q1 		$1.16M Buy
+37,395
New +$1.13M 0.29% 61

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
FA
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

Petix & Botte Financial's DJP Position: Q2 2024 in Review

Petix & Botte Financial sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2024, closing a stake of 37,395 shares — an estimated $1.16M sold.

Petix & Botte Financial first reported a position in DJP in Q1 2024 and held it in 1 quarter. The position peaked at $1.16M in Q1 2024. 132 funds tracked by Wall St. Rank hold DJP as of Q2 2024.

  • Petix & Botte Financial reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 37,395 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2024, an estimated $1.16M.
  • Petix & Botte Financial first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.16M in Q1 2024.
  • 132 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.