Sound Income Strategies’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Sound Income Strategies’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
2021 Q3	–	Sell	-40	Closed	-$1K	–	844
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	777
2021 Q1	$946	Hold	40	–	–	﹤0.01%	844
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	774
2020 Q3	$1K	Buy	+40	New	+$770	﹤0.01%	729
2019 Q1	–	Sell	-174	Closed	-$4K	–	693
2018 Q4	$4K	Buy	+174	New	+$4.04K	﹤0.01%	454

Other funds holding DJP

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OPCM

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

BBA

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

BPWM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Sound Income Strategies's DJP Position: Q3 2021 in Review

Sound Income Strategies sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in DJP in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2018. 129 funds tracked by Wall St. Rank hold DJP as of Q3 2021.

Sound Income Strategies reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2021 after selling out during the quarter.
Sound Income Strategies sold 40 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2021, an estimated $1K.
Sound Income Strategies first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and held it in 5 quarters.
Sound Income Strategies's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $4K in Q4 2018.
129 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2021.

Based on Sound Income Strategies's 13F filing for Q3 2021, filed 12 Oct 2021.