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

Legend Financial Advisors’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 		$9.6M Sell
199,416
-6,288
-3% -$269K 6.19% 7
2025
Q4 		$7.74M Buy
205,704
+3,177
+2% +$117K 4.68% 10
2025
Q3 		$7.18M Buy
202,527
+5,907
+3% +$203K 4.4% 11
2025
Q2 		$6.68M Sell
196,620
-1,292
-0.7% -$43.9K 4.44% 12
2025
Q1 		$6.99M Sell
197,912
-11,897
-6% -$408K 5.13% 11
2024
Q4 		$6.73M Buy
209,809
+1,142
+0.5% +$36.4K 4.75% 12
2024
Q3 		$6.73M Buy
208,667
+31,335
+18% +$970K 4.64% 12
2024
Q2 		$5.69M Buy
177,332
+8,246
+5% +$269K 4.03% 12
2024
Q1 		$5.26M Buy
169,086
+7,639
+5% +$231K 3.81% 12
2023
Q4 		$4.91M Buy
161,447
+2,567
+2% +$80.7K 3.94% 12
2023
Q3 		$5.11M Buy
158,880
+242
+0.2% +$7.8K 4.36% 12
2023
Q2 		$4.85M Buy
158,638
+11,669
+8% +$360K 4.05% 12
2023
Q1 		$4.64M Buy
146,969
+7,082
+5% +$227K 3.9% 12
2022
Q4 		$4.72M Sell
139,887
-213
-0.2% -$7.23K 4.12% 12
2022
Q3 		$4.61M Sell
140,100
-814
-0.6% -$28.5K 4.33% 12
2022
Q2 		$4.9M Buy
+140,914
New +$5.45M 5.07% 11
2022
Q1 		– Sell
-65,154
Closed -$1.87M – 40
2021
Q4 		$1.87M Buy
+65,154
New +$1.91M 1.3% 15

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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legend Financial Advisors's DJP Position: Q1 2026 in Review

Legend Financial Advisors reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 3.1% in Q1 2026, selling an estimated $269K and leaving 199,416 shares worth $9.6M. The position accounts for 6.19% of the portfolio, ranked #7.

Legend Financial Advisors first reported a position in DJP in Q4 2021 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

  • Legend Financial Advisors held 199,416 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $9.6M as of Q1 2026.
  • Legend Financial Advisors sold 6,288 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $269K.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 6.19% of Legend Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Legend Financial Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2021 and has held it in 17 quarters since.
  • 147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.