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

Sagace Wealth 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
2025 Q3	–	Sell	-6,235	Closed	-$212K	–	68
2025 Q2	$212K	Sell	6,235 -40,731	-87%	-$1.38M	0.16%	62
2025 Q1	$1.66M	Sell	46,966 -717	-2%	-$24.6K	1.25%	30
2024 Q4	$1.53M	Buy	47,683 +5,846	+14%	+$186K	1.14%	30
2024 Q3	$1.34M	Buy	41,837 +5,757	+16%	+$178K	1.03%	34
2024 Q2	$1.12M	Buy	+36,080	New	+$1.18M	1.1%	33

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

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

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

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

FWP

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

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

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Sagace Wealth Management's DJP Position: Q3 2025 in Review

Sagace Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2025, closing a stake of 6,235 shares — an estimated $212K sold.

Sagace Wealth Management first reported a position in DJP in Q2 2024 and held it in 5 quarters. The position peaked at $1.66M in Q1 2025. 119 funds tracked by Wall St. Rank hold DJP as of Q3 2025.

Sagace Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2025 after selling out during the quarter.
Sagace Wealth Management sold 6,235 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2025, an estimated $212K.
Sagace Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2024 and held it in 5 quarters.
Sagace Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.66M in Q1 2025.
119 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2025.

Based on Sagace Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.