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

Unique Wealth’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
Q3 		$10.2M Sell
197,654
-5,493
-3% -$271K 1.16% 21
2026
Q2 		$8.88M Sell
203,147
-4,014
-2% -$193K 1.03% 25
2026
Q1 		$10M Buy
207,161
+8,361
+4% +$358K 1.38% 19
2025
Q4 		$7.48M Buy
198,800
+1,308
+0.7% +$48.3K 1.04% 22
2025
Q3 		$7M Buy
197,492
+894
+0.5% +$30.8K 1.03% 24
2025
Q2 		$6.68M Buy
196,598
+6,736
+4% +$229K 1.08% 21
2025
Q1 		$6.7M Buy
189,862
+28,261
+17% +$969K 1.27% 18
2024
Q4 		$5.19M Buy
161,601
+24,628
+18% +$784K 1.08% 20
2024
Q3 		$4.42M Buy
136,973
+48,564
+55% +$1.5M 1.01% 19
2024
Q2 		$2.83M Buy
88,409
+10,368
+13% +$338K 0.74% 28
2024
Q1 		$2.43M Buy
78,041
+9,238
+13% +$280K 0.69% 25
2023
Q4 		$2.09M Buy
68,803
+42,485
+161% +$1.34M 0.68% 24
2023
Q3 		$846K Buy
26,318
+19,690
+297% +$634K 0.35% 33
2023
Q2 		$203K Buy
+6,628
New +$205K 0.09% 73

Other funds holding DJP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Unique Wealth's DJP Position: Q3 2026 in Review

Unique Wealth reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 2.7% in Q3 2026, selling an estimated $271K and leaving 197,654 shares worth $10.2M. The position accounts for 1.16% of the portfolio, ranked #21.

Unique Wealth first reported a position in DJP in Q2 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold DJP as of Q3 2026.

  • Unique Wealth held 197,654 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $10.2M as of Q3 2026.
  • Unique Wealth sold 5,493 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2026, an estimated $271K.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 1.16% of Unique Wealth's portfolio in Q3 2026, its #21 holding.
  • Unique Wealth first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2023 and has held it in 14 quarters since.
  • 22 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.