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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s United States Copper Index Fund CPER Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-66,995
Closed -$2.12M – 65
2025
Q2 		$2.12M Buy
+66,995
New +$1.99M 1.42% 12

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CPER Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 66,995 shares — an estimated $2.12M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CPER in Q2 2025 and held it in 1 quarter. The position peaked at $2.12M in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 66,995 United States Copper Index Fund shares in Q3 2025, an estimated $2.12M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in United States Copper Index Fund in Q2 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's United States Copper Index Fund position peaked at $2.12M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.