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

ACG Wealth’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
2022
Q3 		– Sell
-42
Closed -$1K – 380
2022
Q2 		$1K Buy
+42
New +$1.1K ﹤0.01% 851

Other funds holding CPER

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

ACG Wealth's CPER Position: Q3 2022 in Review

ACG Wealth sold out of United States Copper Index Fund (CPER) in Q3 2022, closing a stake of 42 shares — an estimated $1K sold.

ACG Wealth first reported a position in CPER in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 44 funds tracked by Wall St. Rank hold CPER as of Q3 2022.

  • ACG Wealth reported no remaining United States Copper Index Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 42 United States Copper Index Fund shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in United States Copper Index Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's United States Copper Index Fund position peaked at $1K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.