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 Q2	$8.43M	Sell	192,783 -6,633	-3%	-$318K	4.79%	8
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 $2.73B 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

Legend Financial Advisors's DJP Position: Q2 2026 in Review

Legend Financial Advisors reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 3.3% in Q2 2026, selling an estimated $318K and leaving 192,783 shares worth $8.43M. The position accounts for 4.79% of the portfolio, ranked #8.

Legend Financial Advisors first reported a position in DJP in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.6M in Q1 2026. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Legend Financial Advisors held 192,783 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $8.43M as of Q2 2026.
Legend Financial Advisors sold 6,633 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $318K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 4.79% of Legend Financial Advisors's portfolio in Q2 2026, its #8 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 18 quarters since.
Legend Financial Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $9.6M 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 Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.