Atria Investments’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Atria Investments’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
2026 Q1	$981K	Sell	20,388 -3,509	-15%	-$150K	0.01%	1065
2025 Q4	$899K	Sell	23,897 -78	-0.3%	-$2.88K	0.01%	1129
2025 Q3	$850K	Sell	23,975 -1,516	-6%	-$52.2K	0.01%	1135
2025 Q2	$866K	Sell	25,491 -1,180	-4%	-$40.1K	0.01%	1117
2025 Q1	$942K	Sell	26,671 -2,115	-7%	-$72.5K	0.01%	1021
2024 Q4	$924K	Sell	28,786 -70,000	-71%	-$2.23M	0.01%	1019
2024 Q3	$3.18M	Sell	98,786 -63	-0.1%	-$1.95K	0.04%	505
2024 Q2	$3.17M	Sell	98,849 -5,290	-5%	-$172K	0.04%	478
2024 Q1	$3.24M	Buy	104,139 +1,507	+1%	+$45.6K	0.04%	474
2023 Q4	$3.12M	Sell	102,632 -4,487	-4%	-$141K	0.05%	436
2023 Q3	$3.44M	Buy	107,119 +8,145	+8%	+$262K	0.06%	382
2023 Q2	$3.03M	Buy	98,974 +10,423	+12%	+$322K	0.05%	415
2023 Q1	$2.8M	Sell	88,551 -1,545	-2%	-$49.5K	0.05%	428
2022 Q4	$3.04M	Buy	90,096 +13,785	+18%	+$468K	0.06%	375
2022 Q3	$2.51M	Buy	76,311 +11,751	+18%	+$412K	0.06%	417
2022 Q2	$2.25M	Buy	64,560 +14,188	+28%	+$548K	0.05%	461
2022 Q1	$1.86M	Sell	50,372 -2,517	-5%	-$84.4K	0.03%	604
2021 Q4	$1.52M	Buy	52,889 +255	+0.5%	+$7.48K	0.03%	668
2021 Q3	$1.54M	Buy	52,634 +2,800	+6%	+$77.2K	0.03%	630
2021 Q2	$1.35M	Buy	49,834 +2,328	+5%	+$60.6K	0.03%	655
2021 Q1	$1.12M	Buy	+47,506	New	+$1.12M	0.02%	664
2018 Q2	–	Sell	-33,620	Closed	-$819K	–	960
2018 Q1	$819K	Buy	33,620 +253	+0.8%	+$6.21K	0.04%	385
2017 Q4	$814K	Sell	33,367 -539	-2%	-$12.8K	0.04%	372
2017 Q3	$789K	Sell	33,906 -1,667	-5%	-$38.4K	0.04%	367
2017 Q2	$806K	Sell	35,573 -1,213	-3%	-$27.7K	0.05%	335
2017 Q1	$865K	Sell	36,786 -644	-2%	-$15.5K	0.06%	285
2016 Q4	$907K	Buy	37,430 +5,766	+18%	+$136K	0.07%	242
2016 Q3	$743K	Buy	31,664 +8,348	+36%	+$195K	0.07%	242
2016 Q2	$555K	Buy	23,316 +11,585	+99%	+$270K	0.06%	243
2016 Q1	$252K	Buy	+11,731	New	+$245K	0.03%	379
2015 Q1	–	Sell	-32,820	Closed	-$982K	–	409
2014 Q4	$982K	Buy	32,820 +3,467	+12%	+$115K	0.1%	159
2014 Q3	$1.01M	Sell	29,353 -254,565	-90%	-$9.36M	0.1%	166
2014 Q2	$11.2M	Buy	283,918 +141,780	+100%	+$5.65M	1.12%	18
2014 Q1	$5.61M	Buy	+142,138	New	+$5.42M	0.57%	29

Other funds holding DJP

BBA

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

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

Atria Investments's DJP Position: Q1 2026 in Review

Atria Investments reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 15% in Q1 2026, selling an estimated $150K and leaving 20,388 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #1065.

Atria Investments first reported a position in DJP in Q1 2014 and has held it in 34 quarters since. The position peaked at $11.2M in Q2 2014. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Atria Investments held 20,388 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $981K as of Q1 2026.
Atria Investments sold 3,509 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $150K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1065 holding.
Atria Investments first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2014 and has held it in 34 quarters since.
Atria Investments's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $11.2M in Q2 2014.
147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.