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

Sugarloaf 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
2024 Q4	$2.89K	Hold	90	–	–	﹤0.01%	613
2024 Q3	$2.9K	Hold	90	–	–	﹤0.01%	600
2024 Q2	$2.88K	Hold	90	–	–	﹤0.01%	566
2024 Q1	$2.8K	Hold	90	–	–	﹤0.01%	574
2023 Q4	$2.73K	Hold	90	–	–	﹤0.01%	585
2023 Q3	$2.89K	Hold	90	–	–	﹤0.01%	578
2023 Q2	$2.75K	Hold	90	–	–	﹤0.01%	596
2023 Q1	$2.84K	Hold	90	–	–	﹤0.01%	593
2022 Q4	$3.03K	Hold	90	–	–	﹤0.01%	633
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	667
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	657
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	611
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	633
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	649
2021 Q2	$2K	Sell	90 -920	-91%	-$23.9K	﹤0.01%	673
2021 Q1	$26	Sell	1,010 -70	-6%	-$1.65K	0.01%	361
2020 Q4	$24K	Hold	1,080	–	–	0.01%	350
2020 Q3	$21K	Buy	+1,080	New	+$20.8K	0.01%	344
2020 Q2	–	Sell	-1,080	Closed	-$18K	–	684
2020 Q1	$18K	Hold	1,080	–	–	0.01%	345
2019 Q4	$25K	Buy	+1,080	New	+$24K	0.01%	339

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

BPWM

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

HBT

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

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

FFA

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

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

Sugarloaf Wealth Management's DJP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q4 2024 at 90 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Sugarloaf Wealth Management first reported a position in DJP in Q4 2019 and has held it in 20 quarters since. The position peaked at $25K in Q4 2019. 131 funds tracked by Wall St. Rank hold DJP as of Q4 2024.

Sugarloaf Wealth Management held 90 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $2.89K as of Q4 2024.
Sugarloaf Wealth Management left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q4 2024.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #613 holding.
Sugarloaf Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $25K in Q4 2019.
131 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.