Measured Wealth Private Client Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Measured Wealth Private Client 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	$350K	Sell	8,005 -268	-3%	-$12.9K	0.08%	138
2026 Q1	$398K	Sell	8,273 -328	-4%	-$14K	0.11%	122
2025 Q4	$323K	Buy	8,601 +220	+3%	+$8.12K	0.09%	136
2025 Q3	$297K	Buy	8,381 +17	+0.2%	+$585	0.08%	138
2025 Q2	$284K	Sell	8,364 -41	-0.5%	-$1.39K	0.09%	148
2025 Q1	$297K	Sell	8,405 -489	-5%	-$16.8K	0.1%	134
2024 Q4	$285K	Sell	8,894 -176	-2%	-$5.61K	0.09%	144
2024 Q3	$292K	Sell	9,070 -10,545	-54%	-$327K	0.1%	139
2024 Q2	$629K	Sell	19,615 -5,861	-23%	-$191K	0.22%	69
2024 Q1	$792K	Sell	25,476 -12,615	-33%	-$382K	0.28%	57
2023 Q4	$1.16M	Sell	38,091 -1,817	-5%	-$57.1K	0.43%	29
2023 Q3	$1.28M	Buy	39,908 +2,155	+6%	+$69.4K	0.52%	24
2023 Q2	$1.15M	Sell	37,753 -1,765	-4%	-$54.5K	0.44%	30
2023 Q1	$1.25M	Sell	39,518 -417	-1%	-$13.4K	0.48%	28
2022 Q4	$1.35M	Sell	39,935 -8,385	-17%	-$285K	0.55%	25
2022 Q3	$1.59M	Sell	48,320 -11,813	-20%	-$414K	0.7%	23
2022 Q2	$2.09M	Sell	60,133 -32,815	-35%	-$1.27M	0.92%	20
2022 Q1	$3.43M	Sell	92,948 -24,462	-21%	-$821K	1.26%	14
2021 Q4	$3.37M	Sell	117,410 -23,598	-17%	-$692K	1.19%	14
2021 Q3	$4.12M	Sell	141,008 -205,543	-59%	-$5.67M	1.59%	12
2021 Q2	$9.43M	Buy	346,551 +4,665	+1%	+$121K	3%	5
2021 Q1	$8.09M	Buy	341,886 +20,090	+6%	+$473K	2.87%	5
2020 Q4	$7.05M	Buy	321,796 +16,843	+6%	+$346K	2.94%	6
2020 Q3	$5.94M	Buy	+304,953	New	+$5.87M	2.87%	6

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

Measured Wealth Private Client Group's DJP Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 3.2% in Q2 2026, selling an estimated $12.9K and leaving 8,005 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #138.

Measured Wealth Private Client Group first reported a position in DJP in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.43M in Q2 2021. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Measured Wealth Private Client Group held 8,005 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $350K as of Q2 2026.
Measured Wealth Private Client Group sold 268 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $12.9K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.08% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #138 holding.
Measured Wealth Private Client Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2020 and has held it in 24 quarters since.
Measured Wealth Private Client Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $9.43M in Q2 2021.
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 Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.