Lyell Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Lyell Wealth Management’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 Q3	$225K	Buy	+4,370	New	+$215K	0.01%	220
2026 Q2	–	Sell	-4,370	Closed	-$210K	–	235
2026 Q1	$210K	Buy	+4,370	New	+$187K	0.02%	209
2025 Q3	–	Sell	-6,350	Closed	-$216K	–	217
2025 Q2	$216K	Buy	+6,350	New	+$216K	0.02%	208

Other funds holding DJP

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lyell Wealth Management's DJP Position: Q3 2026 in Review

Lyell Wealth Management opened a new position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2026: 4,370 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in DJP as recently as Q1 2026.

Lyell Wealth Management first reported a position in DJP in Q2 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold DJP as of Q3 2026.

Lyell Wealth Management held 4,370 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $225K as of Q3 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 was a new Lyell Wealth Management position in Q3 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #220 holding.
Lyell Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2025 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.