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

Sax Wealth 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	$10.3M	Sell	214,572 -15,390	-7%	-$738K	0.42%	45
2026 Q1	$8.65M	Hold	229,962	–	–	0.42%	42
2025 Q4	$8.65M	Buy	+229,962	New	+$8.49M	0.41%	45

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sax Wealth Advisors's DJP Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 6.7% in Q2 2026, selling an estimated $738K and leaving 214,572 shares worth $10.3M. The position accounts for 0.42% of the portfolio, ranked #45.

Sax Wealth Advisors first reported a position in DJP in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Sax Wealth Advisors held 214,572 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $10.3M as of Q2 2026.
Sax Wealth Advisors sold 15,390 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $738K.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.42% of Sax Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Sax Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.