Patten Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Patten 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 Q1	$2.4M	Buy	49,857 +8,198	+20%	+$351K	0.42%	71
2025 Q4	$1.57M	Buy	41,659 +19,533	+88%	+$721K	0.29%	105
2025 Q3	$784K	Buy	22,126 +3,537	+19%	+$122K	0.15%	151
2025 Q2	$632K	Buy	+18,589	New	+$631K	0.13%	157

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 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 $1.89B AUM 16.21% 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

Patten Group's DJP Position: Q1 2026 in Review

Patten Group increased its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 20% in Q1 2026, buying an estimated $351K and bringing the position to 49,857 shares worth $2.4M. The position accounts for 0.42% of the portfolio, ranked #71.

Patten Group first reported a position in DJP in Q2 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Patten Group held 49,857 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $2.4M as of Q1 2026.
Patten Group bought 8,198 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $351K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.42% of Patten Group's portfolio in Q1 2026, its #71 holding.
Patten Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2025 and has held it in 4 quarters since.
147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.