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

Spire 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
2023 Q4	–	Sell	-75	Closed	-$2.41K	–	2389
2023 Q3	$2.41K	Hold	75	–	–	﹤0.01%	2098
2023 Q2	$2.29K	Hold	75	–	–	﹤0.01%	2172
2023 Q1	$2.37K	Sell	75 -75	-50%	-$2.4K	﹤0.01%	2231
2022 Q4	$5K	Hold	150	–	–	﹤0.01%	1817
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	1734
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	2117
2022 Q1	$6K	Buy	+150	New	+$5.03K	﹤0.01%	2181

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

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

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

WTB

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

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Spire Wealth Management's DJP Position: Q4 2023 in Review

Spire Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2023, closing a stake of 75 shares — an estimated $2.41K sold.

Spire Wealth Management first reported a position in DJP in Q1 2022 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 140 funds tracked by Wall St. Rank hold DJP as of Q4 2023.

Spire Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 75 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2023, an estimated $2.41K.
Spire Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2022 and held it in 7 quarters.
Spire Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $6K in Q1 2022.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.