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

SOA 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
2025 Q3	–	Sell	-45	Closed	-$1.53K	–	901
2025 Q2	$1.53K	Hold	45	–	–	﹤0.01%	730
2025 Q1	$1.59K	Hold	45	–	–	﹤0.01%	722
2024 Q4	$1.44K	Hold	45	–	–	﹤0.01%	712
2024 Q3	$1.45K	Hold	45	–	–	﹤0.01%	696
2024 Q2	$1.44K	Hold	45	–	–	﹤0.01%	701
2024 Q1	$1.4K	Hold	45	–	–	﹤0.01%	739
2023 Q4	$1.37K	Hold	45	–	–	﹤0.01%	732
2023 Q3	$1.45K	Hold	45	–	–	﹤0.01%	738
2023 Q2	$1.38K	Hold	45	–	–	﹤0.01%	756
2023 Q1	$1.42K	Hold	45	–	–	﹤0.01%	759
2022 Q4	$1.52K	Hold	45	–	–	﹤0.01%	760
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	757
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	744
2022 Q1	$1K	Hold	45	–	–	﹤0.01%	844
2021 Q4	$1K	Hold	45	–	–	﹤0.01%	815
2021 Q3	$1K	Hold	45	–	–	﹤0.01%	832
2021 Q2	$1K	Hold	45	–	–	﹤0.01%	812
2021 Q1	$1K	Hold	45	–	–	﹤0.01%	760
2020 Q4	$1K	Buy	+45	New	+$924	﹤0.01%	733

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

SOA Wealth Advisors's DJP Position: Q3 2025 in Review

SOA Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2025, closing a stake of 45 shares — an estimated $1.53K sold.

SOA Wealth Advisors first reported a position in DJP in Q4 2020 and held it in 19 quarters. The position peaked at $1.59K in Q1 2025. 119 funds tracked by Wall St. Rank hold DJP as of Q3 2025.

SOA Wealth Advisors 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.
SOA Wealth Advisors sold 45 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2025, an estimated $1.53K.
SOA Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2020 and held it in 19 quarters.
SOA Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.59K 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 SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.