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

Creative Planning’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 Q2	–	Sell	-4,217	Closed	-$203K	–	4338
2026 Q1	$203K	Buy	+4,217	New	+$181K	﹤0.01%	3722
2024 Q2	–	Sell	-7,676	Closed	-$239K	–	3101
2024 Q1	$239K	Sell	7,676 -158	-2%	-$4.79K	﹤0.01%	2437
2023 Q4	$238K	Sell	7,834 -612	-7%	-$19.2K	﹤0.01%	2278
2023 Q3	$271K	Buy	+8,446	New	+$272K	﹤0.01%	2019
2021 Q2	–	Sell	-9,108	Closed	-$215K	–	2205
2021 Q1	$215K	Buy	+9,108	New	+$214K	﹤0.01%	2043
2020 Q1	–	Sell	-9,456	Closed	-$216K	–	1916
2019 Q4	$216K	Sell	9,456 -2,587	-21%	-$57.5K	﹤0.01%	1585
2019 Q3	$263K	Buy	12,043 +742	+7%	+$16.3K	﹤0.01%	1442
2019 Q2	$251K	Buy	11,301 +147	+1%	+$3.27K	﹤0.01%	1477
2019 Q1	$253K	Sell	11,154 -2,925	-21%	-$65.7K	﹤0.01%	1436
2018 Q4	$299K	Sell	14,079 -6,534	-32%	-$152K	﹤0.01%	1230
2018 Q3	$490K	Sell	20,613 -2,146	-9%	-$50K	﹤0.01%	1086
2018 Q2	$554K	Sell	22,759 -3,451	-13%	-$85.9K	﹤0.01%	1019
2018 Q1	$638K	Buy	26,210 +896	+4%	+$22K	﹤0.01%	958
2017 Q4	$618K	Sell	25,314 -3,987	-14%	-$94.4K	﹤0.01%	954
2017 Q3	$682K	Sell	29,301 -1,718	-6%	-$39.6K	﹤0.01%	893
2017 Q2	$703K	Sell	31,019 -2,996	-9%	-$68.4K	﹤0.01%	847
2017 Q1	$800K	Sell	34,015 -4,590	-12%	-$110K	﹤0.01%	758
2016 Q4	$935K	Sell	38,605 -2,319	-6%	-$54.8K	0.01%	653
2016 Q3	$960K	Buy	40,924 +40,467	+8,855%	+$945K	0.01%	611
2016 Q2	$11K	Buy	457 +200	+78%	+$4.67K	﹤0.01%	3167
2016 Q1	$6K	Hold	257	–	–	﹤0.01%	3484
2015 Q4	$6K	Buy	257 +242	+1,613%	+$5.59K	﹤0.01%	3577
2015 Q3	$0	Buy	+15	New	+$384	﹤0.01%	4304
2015 Q2	–	Sell	-268	Closed	-$7K	–	1555
2015 Q1	$7K	Buy	268 +91	+51%	+$2.62K	﹤0.01%	3382
2014 Q4	$5K	Sell	177 -23	-12%	-$762	﹤0.01%	3478
2014 Q3	$7K	Buy	+200	New	+$7.35K	﹤0.01%	3123
2013 Q3	–	Sell	-222	Closed	-$8K	–	3233
2013 Q2	$8K	Buy	+222	New	+$8.6K	﹤0.01%	2351

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

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

SWA

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

Creative Planning's DJP Position: Q2 2026 in Review

Creative Planning sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2026, closing a stake of 4,217 shares — an estimated $203K sold.

Creative Planning first reported a position in DJP in Q2 2013 and held it in 27 quarters. The position peaked at $960K in Q3 2016. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Creative Planning reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,217 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $203K.
Creative Planning first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 27 quarters.
Creative Planning's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $960K in Q3 2016.
139 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.