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

Peak Financial 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	$1.99M	Sell	45,596 -225	-0.5%	-$10.8K	0.46%	33
2026 Q1	$2.21M	Sell	45,821 -10	-0%	-$428	0.56%	33
2025 Q4	$1.72M	Sell	45,831 -245	-0.5%	-$9.04K	0.44%	36
2025 Q3	$1.63M	Sell	46,076 -3,005	-6%	-$103K	0.43%	36
2025 Q2	$1.67M	Buy	49,081 +3,365	+7%	+$114K	0.47%	38
2025 Q1	$1.61M	Buy	45,716 +2,595	+6%	+$88.9K	0.48%	34
2024 Q4	$1.38M	Buy	43,121 +705	+2%	+$22.4K	0.41%	36
2024 Q3	$1.37M	Sell	42,416 -1,084	-2%	-$33.6K	0.4%	36
2024 Q2	$1.39M	Buy	43,500 +4,704	+12%	+$153K	0.44%	36
2024 Q1	$1.21M	Sell	38,796 -1,020	-3%	-$30.9K	0.38%	38
2023 Q4	$1.21M	Buy	39,816 +1,075	+3%	+$33.8K	0.41%	37
2023 Q3	$1.25M	Sell	38,741 -430	-1%	-$13.9K	0.45%	37
2023 Q2	$1.2M	Buy	39,171 +1,925	+5%	+$59.5K	0.43%	38
2023 Q1	$1.18M	Sell	37,246 -2,385	-6%	-$76.4K	0.44%	36
2022 Q4	$1.34M	Buy	39,631 +2,855	+8%	+$97K	0.53%	34
2022 Q3	$1.21M	Hold	36,776	–	–	0.5%	33
2022 Q2	$1.28M	Sell	36,776 -115	-0.3%	-$4.45K	0.49%	32
2022 Q1	$1.36M	Sell	36,891 -2,285	-6%	-$76.7K	0.46%	35
2021 Q4	$1.12M	Buy	39,176 +8,895	+29%	+$261K	0.36%	37
2021 Q3	$886K	Hold	30,281	–	–	0.3%	37
2021 Q2	$824K	Hold	30,281	–	–	0.28%	40
2021 Q1	$716K	Sell	30,281 -1,050	-3%	-$24.7K	0.26%	38
2020 Q4	$686K	Buy	31,331 +8,884	+40%	+$183K	0.26%	37
2020 Q3	$437K	Sell	22,447 -1,120	-5%	-$21.6K	0.19%	39
2020 Q2	$415K	Sell	23,567 -936	-4%	-$15.8K	0.19%	39
2020 Q1	$405K	Sell	24,503 -47,832	-66%	-$969K	0.21%	39
2019 Q4	$1.65M	Buy	72,335 +56,620	+360%	+$1.26M	0.7%	31
2019 Q3	$343K	Sell	15,715 -2,605	-14%	-$57.1K	0.15%	47
2019 Q2	$407K	Sell	18,320 -2,860	-14%	-$63.7K	0.18%	42
2019 Q1	$480K	Sell	21,180 -4,410	-17%	-$99.1K	0.22%	39
2018 Q4	$543K	Buy	+25,590	New	+$594K	0.27%	33

Other funds holding DJP

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Peak Financial Management's DJP Position: Q2 2026 in Review

Peak Financial Management reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 0.49% in Q2 2026, selling an estimated $10.8K and leaving 45,596 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #33.

Peak Financial Management first reported a position in DJP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q1 2026. 51 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Peak Financial Management held 45,596 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $1.99M as of Q2 2026.
Peak Financial Management sold 225 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $10.8K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.46% of Peak Financial Management's portfolio in Q2 2026, its #33 holding.
Peak Financial Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and has held it in 31 quarters since.
Peak Financial Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $2.21M in Q1 2026.
51 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.