ULWM
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Upper Left Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Upper Left 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 		$366K Buy
8,375
+2,156
+35% +$103K 0.2% 57
2026
Q1 		$299K Buy
+6,219
New +$266K 0.18% 60

Other funds holding DJP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
WCM
WLTH Capital Management Chandler, Arizona $156M AUM
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Upper Left Wealth Management's DJP Position: Q2 2026 in Review

Upper Left Wealth Management increased its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 35% in Q2 2026, buying an estimated $103K and bringing the position to 8,375 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #57.

Upper Left Wealth Management first reported a position in DJP in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

  • Upper Left Wealth Management held 8,375 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $366K as of Q2 2026.
  • Upper Left Wealth Management bought 2,156 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $103K.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.2% of Upper Left Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Upper Left Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.