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

Selective Wealth Management’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
2022 Q4	–	Sell	-498	Closed	-$16K	–	251
2022 Q3	$16K	Hold	498	–	–	0.01%	461
2022 Q2	$17K	Buy	+498	New	+$19.3K	0.01%	488

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

CWM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BPWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Selective Wealth Management's DJP Position: Q4 2022 in Review

Selective Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2022, closing a stake of 498 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in DJP in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 144 funds tracked by Wall St. Rank hold DJP as of Q4 2022.

Selective Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 498 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2022, an estimated $16K.
Selective Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2022 and held it in 2 quarters.
Selective Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $17K in Q2 2022.
144 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.