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Ethos Financial Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Ethos Financial Group’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 		$1.87M Sell
39,554
-23,536
-37% -$1.13M 0.13% 152
2026
Q1 		$3.04M Buy
63,090
+3,154
+5% +$135K 0.22% 99
2025
Q4 		$2.25M Buy
+59,936
New +$2.21M 0.17% 126

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

Ethos Financial Group's DJP Position: Q2 2026 in Review

Ethos Financial Group reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 37% in Q2 2026, selling an estimated $1.13M and leaving 39,554 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #152.

Ethos Financial Group first reported a position in DJP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.04M in Q1 2026. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

  • Ethos Financial Group held 39,554 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $1.87M as of Q2 2026.
  • Ethos Financial Group sold 23,536 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $1.13M.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.13% of Ethos Financial Group's portfolio in Q2 2026, its #152 holding.
  • Ethos Financial Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $3.04M in Q1 2026.
  • 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 Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.