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	–	849
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

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

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Dimension Capital Management Coral Gables, Florida $712M AUM 18.57% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return