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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-627	Closed	-$18.8K	–	1159
2025 Q3	$18.8K	Hold	627	–	–	﹤0.01%	1460
2025 Q2	$19.8K	Buy	+627	New	+$18.6K	﹤0.01%	1739
2023 Q2	–	Sell	-1,445	Closed	-$35.2K	–	932
2023 Q1	$35.2K	Buy	+1,445	New	+$35.8K	﹤0.01%	1398

Other funds holding CPER

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Ameritas Advisory Services's CPER Position: Q4 2025 in Review

Ameritas Advisory Services sold out of United States Copper Index Fund (CPER) in Q4 2025, closing a stake of 627 shares — an estimated $18.8K sold.

Ameritas Advisory Services first reported a position in CPER in Q1 2023 and held it in 3 quarters. The position peaked at $35.2K in Q1 2023. 104 funds tracked by Wall St. Rank hold CPER as of Q4 2025.

Ameritas Advisory Services reported no remaining United States Copper Index Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 627 United States Copper Index Fund shares in Q4 2025, an estimated $18.8K.
Ameritas Advisory Services first reported a position in United States Copper Index Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's United States Copper Index Fund position peaked at $35.2K in Q1 2023.
104 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.