Advisory Services Network’s United States Copper Index Fund CPER Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-3,748	Closed	-$129K	–	2656
2026 Q1	$129K	Buy	+3,748	New	+$134K	﹤0.01%	2054
2025 Q4	–	Sell	-3,592	Closed	-$108K	–	2303
2025 Q3	$108K	Buy	+3,592	New	+$108K	﹤0.01%	2028
2024 Q1	–	Sell	-668	Closed	-$16.1K	–	1884
2023 Q4	$16.1K	Buy	+668	New	+$15.4K	﹤0.01%	2641
2023 Q2	–	Sell	-4,543	Closed	-$113K	–	1885
2023 Q1	$113K	Buy	4,543 +3,875	+580%	+$96.1K	﹤0.01%	1583
2022 Q4	$15.4K	Buy	+668	New	+$14.7K	﹤0.01%	2638
2021 Q3	–	Sell	-1,377	Closed	-$36K	–	1763
2021 Q2	$36K	Buy	+1,377	New	+$37.4K	﹤0.01%	2160
2019 Q2	–	Sell	-17	Closed	–	–	2819
2019 Q1	$0	Sell	17 -40	-70%	-$703	﹤0.01%	2547
2018 Q4	$1K	Hold	57	–	–	﹤0.01%	2382
2018 Q3	$1K	Sell	57 -35	-38%	-$604	﹤0.01%	2373
2018 Q2	$2K	Sell	92 -47	-34%	-$926	﹤0.01%	2257
2018 Q1	$3K	Buy	139 +87	+167%	+$1.75K	﹤0.01%	2272
2017 Q4	$1K	Buy	+52	New	+$1.04K	﹤0.01%	2434

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's CPER Position: Q2 2026 in Review

Advisory Services Network sold out of United States Copper Index Fund (CPER) in Q2 2026, closing a stake of 3,748 shares — an estimated $129K sold.

Advisory Services Network first reported a position in CPER in Q4 2017 and held it in 12 quarters. The position peaked at $129K in Q1 2026. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Advisory Services Network reported no remaining United States Copper Index Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 3,748 United States Copper Index Fund shares in Q2 2026, an estimated $129K.
Advisory Services Network first reported a position in United States Copper Index Fund in Q4 2017 and held it in 12 quarters.
Advisory Services Network's United States Copper Index Fund position peaked at $129K in Q1 2026.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.