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

MontVue Capital 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 Q2	$709K	Sell	16,210 -1,086	-6%	-$52.1K	0.41%	37
2026 Q1	$833K	Buy	17,296 +132	+0.8%	+$5.65K	0.57%	29
2025 Q4	$646K	Buy	17,164 +251	+1%	+$9.26K	0.43%	34
2025 Q3	$599K	Buy	16,913 +1,433	+9%	+$49.3K	0.4%	35
2025 Q2	$526K	Buy	15,480 +233	+2%	+$7.92K	0.37%	37
2025 Q1	$538K	Buy	15,247 +18	+0.1%	+$617	0.43%	35
2024 Q4	$489K	Buy	15,229 +1,293	+9%	+$41.2K	0.37%	37
2024 Q3	$449K	Buy	13,936 +364	+3%	+$11.3K	0.34%	39
2024 Q2	$435K	Buy	13,572 +1,958	+17%	+$63.8K	0.35%	39
2024 Q1	$361K	Buy	11,614 +679	+6%	+$20.6K	0.32%	38
2023 Q4	$332K	Buy	+10,935	New	+$344K	0.32%	38

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

MontVue Capital Management's DJP Position: Q2 2026 in Review

MontVue Capital Management reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 6.3% in Q2 2026, selling an estimated $52.1K and leaving 16,210 shares worth $709K. The position accounts for 0.41% of the portfolio, ranked #37.

MontVue Capital Management first reported a position in DJP in Q4 2023 and has held it in 11 quarters since. The position peaked at $833K in Q1 2026. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

MontVue Capital Management held 16,210 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $709K as of Q2 2026.
MontVue Capital Management sold 1,086 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $52.1K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.41% of MontVue Capital Management's portfolio in Q2 2026, its #37 holding.
MontVue Capital Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2023 and has held it in 11 quarters since.
MontVue Capital Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $833K 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 MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.