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Advisor OS’s United States Copper Index Fund CPER Stock Holding History

Advisor OS’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
2021
Q2 		– Sell
-87,927
Closed -$2.17M – 225
2021
Q1 		$2.17M Buy
+87,927
New +$2.1M 0.49% 38

Other funds holding CPER

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisor OS's CPER Position: Q2 2021 in Review

Advisor OS sold out of United States Copper Index Fund (CPER) in Q2 2021, closing a stake of 87,927 shares — an estimated $2.17M sold.

Advisor OS first reported a position in CPER in Q1 2021 and held it in 1 quarter. The position peaked at $2.17M in Q1 2021. 66 funds tracked by Wall St. Rank hold CPER as of Q2 2021.

  • Advisor OS reported no remaining United States Copper Index Fund position as of Q2 2021 after selling out during the quarter.
  • Advisor OS sold 87,927 United States Copper Index Fund shares in Q2 2021, an estimated $2.17M.
  • Advisor OS first reported a position in United States Copper Index Fund in Q1 2021 and held it in 1 quarter.
  • Advisor OS's United States Copper Index Fund position peaked at $2.17M in Q1 2021.
  • 66 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2021.

Based on Advisor OS's 13F filing for Q2 2021, filed 10 Aug 2021.