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

Belmont Capital’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
2025 Q2	$25.4K	Hold	747	–	–	﹤0.01%	151
2025 Q1	$26.4K	Hold	747	–	–	﹤0.01%	152
2024 Q4	$24K	Hold	747	–	–	﹤0.01%	109
2024 Q3	$24.1K	Hold	747	–	–	﹤0.01%	148
2024 Q2	$23.9K	Hold	747	–	–	﹤0.01%	171
2024 Q1	$23.2K	Hold	747	–	–	0.01%	143
2023 Q4	$22.7K	Hold	747	–	–	0.01%	121
2023 Q3	$24K	Hold	747	–	–	0.01%	114
2023 Q2	$22.8K	Hold	747	–	–	0.01%	93
2023 Q1	$23.6K	Hold	747	–	–	0.02%	56
2022 Q4	$25K	Hold	747	–	–	0.03%	58
2022 Q3	$25K	Hold	747	–	–	0.03%	49
2022 Q2	$26K	Hold	747	–	–	0.03%	38
2022 Q1	$28K	Hold	747	–	–	0.03%	35
2021 Q4	$21K	Hold	747	–	–	0.02%	40
2021 Q3	$22K	Hold	747	–	–	0.02%	42
2021 Q2	$20K	Hold	747	–	–	0.02%	41
2021 Q1	$18K	Hold	747	–	–	0.02%	39
2020 Q4	$16K	Hold	747	–	–	0.01%	44
2020 Q3	$15K	Hold	747	–	–	0.01%	35
2020 Q2	$13K	Hold	747	–	–	0.01%	41
2020 Q1	$12K	Hold	747	–	–	0.01%	36
2019 Q4	$17K	Buy	+747	New	+$16.6K	0.01%	33

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

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 $5.71B AUM 30.33% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

HBT

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Belmont Capital's DJP Position: Q2 2025 in Review

Belmont Capital held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q2 2025 at 747 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Belmont Capital first reported a position in DJP in Q4 2019 and has held it in 23 quarters since. The position peaked at $28K in Q1 2022. 128 funds tracked by Wall St. Rank hold DJP as of Q2 2025.

Belmont Capital held 747 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $25.4K as of Q2 2025.
Belmont Capital left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q2 2025.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Belmont Capital's portfolio in Q2 2025, its #151 holding.
Belmont Capital first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $28K in Q1 2022.
128 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.