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 Q2	–	Sell	-18,455	Closed	-$888K	–	58
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 $2.73B 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

SWA

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

Topel & Distasi Wealth Management's DJP Position: Q2 2026 in Review

Topel & Distasi Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2026, closing a stake of 18,455 shares — an estimated $888K sold.

Topel & Distasi Wealth Management first reported a position in DJP in Q1 2023 and held it in 13 quarters. The position peaked at $1.16M in Q1 2024. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

Topel & Distasi Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2026 after selling out during the quarter.
Topel & Distasi Wealth Management sold 18,455 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $888K.
Topel & Distasi Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2023 and held it in 13 quarters.
Topel & Distasi Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.16M in Q1 2024.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.