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

Cerity Partners’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 Q4	–	Sell	-30,385	Closed	-$1.08M	–	2912
2025 Q3	$1.08M	Sell	30,385 -183	-0.6%	-$6.3K	﹤0.01%	1566
2025 Q2	$1.04M	Sell	30,568 -144	-0.5%	-$4.89K	﹤0.01%	1504
2025 Q1	$1.08M	Sell	30,712 -773	-2%	-$26.5K	﹤0.01%	1394
2024 Q4	$1.01M	Sell	31,485 -3,754	-11%	-$120K	﹤0.01%	1406
2024 Q3	$1.14M	Sell	35,239 -2,482	-7%	-$76.9K	﹤0.01%	1341
2024 Q2	$1.21M	Sell	37,721 -2,258	-6%	-$73.6K	﹤0.01%	1143
2024 Q1	$1.24M	Sell	39,979 -4,837	-11%	-$146K	﹤0.01%	1179
2023 Q4	$1.36M	Buy	+44,816	New	+$1.41M	﹤0.01%	888
2023 Q3	–	Sell	-97,513	Closed	-$2.98M	–	1468
2023 Q2	$2.98M	Sell	97,513 -12,391	-11%	-$383K	0.01%	624
2023 Q1	$3.47M	Sell	109,904 -407	-0.4%	-$13K	0.01%	567
2022 Q4	$3.72M	Buy	110,311 +49,806	+82%	+$1.69M	0.02%	412
2022 Q3	$1.99M	Sell	60,505 -3,196	-5%	-$112K	0.02%	371
2022 Q2	$2.22M	Sell	63,701 -1,000	-2%	-$38.7K	0.02%	378
2022 Q1	$2.39M	Sell	64,701 -7,187	-10%	-$241K	0.04%	300
2021 Q4	$2.06M	Sell	71,888 -657	-0.9%	-$19.3K	0.03%	316
2021 Q3	$2.12M	Sell	72,545 -2,207	-3%	-$60.9K	0.05%	255
2021 Q2	$2.03M	Buy	74,752 +21,269	+40%	+$554K	0.04%	263
2021 Q1	$1.26M	Buy	53,483 +15,171	+40%	+$357K	0.03%	315
2020 Q4	$839K	Sell	38,312 -10,610	-22%	-$218K	0.03%	328
2020 Q3	$953K	Buy	48,922 +1,149	+2%	+$22.1K	0.04%	252
2020 Q2	$840K	Sell	47,773 -21,684	-31%	-$365K	0.05%	224
2020 Q1	$1.15M	Sell	69,457 -176,572	-72%	-$3.58M	0.07%	183
2019 Q4	$5.62M	Buy	+246,029	New	+$5.47M	0.29%	74

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

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

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

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

LFA

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

Cerity Partners's DJP Position: Q4 2025 in Review

Cerity Partners sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2025, closing a stake of 30,385 shares — an estimated $1.08M sold.

Cerity Partners first reported a position in DJP in Q4 2019 and held it in 23 quarters. The position peaked at $5.62M in Q4 2019. 135 funds tracked by Wall St. Rank hold DJP as of Q4 2025.

Cerity Partners reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 30,385 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2025, an estimated $1.08M.
Cerity Partners first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and held it in 23 quarters.
Cerity Partners's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $5.62M in Q4 2019.
135 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.