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

Topel & Distasi 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
2026 Q1	$888K	Hold	18,455	–	–	0.46%	35
2025 Q4	$694K	Sell	18,455 -1,583	-8%	-$58.4K	0.34%	41
2025 Q3	$710K	Sell	20,038 -951	-5%	-$32.7K	0.35%	42
2025 Q2	$713K	Sell	20,989 -6,816	-25%	-$232K	0.37%	41
2025 Q1	$982K	Sell	27,805 -7,266	-21%	-$249K	0.46%	43
2024 Q4	$1.13M	Hold	35,071	–	–	0.48%	43
2024 Q3	$1.13M	Hold	35,071	–	–	0.47%	45
2024 Q2	$1.12M	Sell	35,071 -2,324	-6%	-$75.7K	0.49%	40
2024 Q1	$1.16M	Buy	37,395 +6,816	+22%	+$206K	0.51%	40
2023 Q4	$929K	Buy	30,579 +18,551	+154%	+$583K	0.44%	46
2023 Q3	$387K	Sell	12,028 -275	-2%	-$8.86K	0.2%	62
2023 Q2	$376K	Hold	12,303	–	–	0.19%	64
2023 Q1	$389K	Buy	+12,303	New	+$394K	0.2%	61

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

Topel & Distasi Wealth Management's DJP Position: Q1 2026 in Review

Topel & Distasi Wealth Management held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q1 2026 at 18,455 shares worth $888K. The position accounts for 0.46% of the portfolio, ranked #35.

Topel & Distasi Wealth Management first reported a position in DJP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2024. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Topel & Distasi Wealth Management held 18,455 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $888K as of Q1 2026.
Topel & Distasi Wealth Management 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 0.46% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #35 holding.
Topel & Distasi Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2023 and has held it in 13 quarters since.
Topel & Distasi Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.16M in Q1 2024.
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 Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.