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

Plante Moran Financial 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 Q3	–	Sell	-57	Closed	-$1.94K	–	813
2025 Q2	$1.94K	Buy	+57	New	+$1.94K	﹤0.01%	672
2022 Q1	–	Sell	-131	Closed	-$4K	–	846
2021 Q4	$4K	Buy	+131	New	+$3.84K	﹤0.01%	843
2013 Q4	–	Sell	-150	Closed	-$6K	–	689
2013 Q3	$6K	Hold	150	–	–	﹤0.01%	460
2013 Q2	$5K	Buy	+150	New	+$5.81K	﹤0.01%	438

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Plante Moran Financial Advisors's DJP Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2025, closing a stake of 57 shares — an estimated $1.94K sold.

Plante Moran Financial Advisors first reported a position in DJP in Q2 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2013. 119 funds tracked by Wall St. Rank hold DJP as of Q3 2025.

Plante Moran Financial Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 57 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2025, an estimated $1.94K.
Plante Moran Financial Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 4 quarters.
Plante Moran Financial Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $6K in Q3 2013.
119 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.