Carson Wealth (CWM LLC)’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Carson Wealth (CWM LLC)’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	$101K	Sell	2,090 -5	-0.2%	-$214	﹤0.01%	3261
2025 Q4	$79K	Hold	2,095	–	–	﹤0.01%	3243
2025 Q3	$74K	Hold	2,095	–	–	﹤0.01%	3209
2025 Q2	$71K	Hold	2,095	–	–	﹤0.01%	2999
2025 Q1	$74K	Buy	2,095 +108	+5%	+$3.7K	﹤0.01%	2670
2024 Q4	$64K	Buy	+1,987	New	+$63.3K	﹤0.01%	2602
2022 Q2	–	Sell	-78	Closed	-$3K	–	3850
2022 Q1	$3K	Buy	+78	New	+$2.62K	﹤0.01%	3016
2019 Q1	–	Sell	-91	Closed	-$2K	–	3004
2018 Q4	$2K	Sell	91 -2,306	-96%	-$53.5K	﹤0.01%	1733
2018 Q3	$57K	Sell	2,397 -374	-13%	-$8.72K	﹤0.01%	722
2018 Q2	$67K	Buy	+2,771	New	+$69K	﹤0.01%	578

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DJP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 0.24% in Q1 2026, selling an estimated $214 and leaving 2,090 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Carson Wealth (CWM LLC) first reported a position in DJP in Q2 2018 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Carson Wealth (CWM LLC) held 2,090 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $101K as of Q1 2026.
Carson Wealth (CWM LLC) sold 5 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $214.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3261 holding.
Carson Wealth (CWM LLC) first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2018 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.