VWA
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Valued Wealth Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Valued Wealth 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
2024
Q4 		– Sell
-795
Closed -$25.6K – 655
2024
Q3 		$25.6K Hold
795
– – 0.02% 125
2024
Q2 		$25.5K Hold
795
– – 0.02% 109
2024
Q1 		$24.7K Buy
+795
New +$24.1K 0.02% 110

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

Valued Wealth Advisors's DJP Position: Q4 2024 in Review

Valued Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2024, closing a stake of 795 shares — an estimated $25.6K sold.

Valued Wealth Advisors first reported a position in DJP in Q1 2024 and held it in 3 quarters. The position peaked at $25.6K in Q3 2024. 131 funds tracked by Wall St. Rank hold DJP as of Q4 2024.

  • Valued Wealth Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 795 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2024, an estimated $25.6K.
  • Valued Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2024 and held it in 3 quarters.
  • Valued Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $25.6K in Q3 2024.
  • 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 Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.