Accel Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-200	Closed	-$4.99K	–	305
2023 Q1	$4.99K	Hold	200	–	–	﹤0.01%	1014
2022 Q4	$4.62K	Hold	200	–	–	﹤0.01%	822
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	864
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	828
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	777
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	810
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	735
2021 Q2	$5K	Buy	+200	New	+$5.43K	﹤0.01%	790

Other funds holding CPER

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accel Wealth Management's CPER Position: Q2 2023 in Review

Accel Wealth Management sold out of United States Copper Index Fund (CPER) in Q2 2023, closing a stake of 200 shares — an estimated $4.99K sold.

Accel Wealth Management first reported a position in CPER in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 47 funds tracked by Wall St. Rank hold CPER as of Q2 2023.

Accel Wealth Management reported no remaining United States Copper Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 200 United States Copper Index Fund shares in Q2 2023, an estimated $4.99K.
Accel Wealth Management first reported a position in United States Copper Index Fund in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's United States Copper Index Fund position peaked at $6K in Q1 2022.
47 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.