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 Q2	$568K	Hold	13,000	–	–	0.01%	741
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 $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

Mount Yale Investment Advisors's DJP Position: Q2 2026 in Review

Mount Yale Investment Advisors held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q2 2026 at 13,000 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #741.

Mount Yale Investment Advisors first reported a position in DJP in Q3 2025 and has held it in 4 quarters since. The position peaked at $626K in Q1 2026. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Mount Yale Investment Advisors held 13,000 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $568K as of Q2 2026.
Mount Yale Investment Advisors left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q2 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #741 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 4 quarters since.
Mount Yale Investment Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $626K in Q1 2026.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.