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

PDS Planning’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	$388K	Hold	8,067	–	–	0.03%	322
2025 Q4	$303K	Hold	8,067	–	–	0.02%	381
2025 Q3	$286K	Hold	8,067	–	–	0.02%	394
2025 Q2	$274K	Hold	8,067	–	–	0.02%	381
2025 Q1	$285K	Hold	8,067	–	–	0.02%	339
2024 Q4	$259K	Hold	8,067	–	–	0.02%	335
2024 Q3	$260K	Hold	8,067	–	–	0.02%	338
2024 Q2	$259K	Hold	8,067	–	–	0.03%	297
2024 Q1	$251K	Hold	8,067	–	–	0.03%	303
2023 Q4	$245K	Hold	8,067	–	–	0.03%	280
2023 Q3	$259K	Hold	8,067	–	–	0.03%	238
2023 Q2	$247K	Hold	8,067	–	–	0.03%	252
2023 Q1	$255K	Hold	8,067	–	–	0.04%	224
2022 Q4	$272K	Hold	8,067	–	–	0.04%	154
2022 Q3	$265K	Hold	8,067	–	–	0.05%	149
2022 Q2	$281K	Hold	8,067	–	–	0.05%	152
2022 Q1	$298K	Hold	8,067	–	–	0.05%	148
2021 Q4	$232K	Hold	8,067	–	–	0.04%	171
2021 Q3	$236K	Hold	8,067	–	–	0.05%	159
2021 Q2	$219K	Buy	+8,067	New	+$210K	0.05%	168

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 $5.02B AUM 21.87% 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

PDS Planning's DJP Position: Q1 2026 in Review

PDS Planning held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q1 2026 at 8,067 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #322.

PDS Planning first reported a position in DJP in Q2 2021 and has held it in 20 quarters since. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

PDS Planning held 8,067 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $388K as of Q1 2026.
PDS Planning left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q1 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.03% of PDS Planning's portfolio in Q1 2026, its #322 holding.
PDS Planning first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2021 and has held it in 20 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 PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.