Mount Yale Investment Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Mount Yale Investment 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	$626K	Buy	13,000 +6,500	+100%	+$278K	0.01%	647
2025 Q4	$244K	Hold	6,500	–	–	0.01%	642
2025 Q3	$230K	Buy	+6,500	New	+$224K	0.02%	595

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 $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 $1.8B AUM 22.23% 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 $5.71B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's DJP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 100% in Q1 2026, buying an estimated $278K and bringing the position to 13,000 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #647.

Mount Yale Investment Advisors first reported a position in DJP in Q3 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Mount Yale Investment Advisors held 13,000 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $626K as of Q1 2026.
Mount Yale Investment Advisors bought 6,500 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $278K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #647 holding.
Mount Yale Investment Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2025 and has held it in 3 quarters since.
148 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.