Advyzon Investment Management’s United States Copper Index Fund CPER Stock Holding History

Advyzon Investment 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
2026 Q2	$366K	Buy	+9,689	New	+$365K	0.03%	562

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

Advyzon Investment Management's CPER Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in United States Copper Index Fund (CPER) in Q2 2026: 9,689 shares worth $366K. The stake represents 0.03% of the portfolio and ranks #562 among its holdings.

145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Advyzon Investment Management held 9,689 shares of United States Copper Index Fund worth $366K as of Q2 2026.
United States Copper Index Fund was a new Advyzon Investment Management position in Q2 2026.
United States Copper Index Fund made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #562 holding.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.