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

Apollon Wealth 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
2025 Q1	–	Sell	-33,913	Closed	-$853K	–	1224
2024 Q4	$853K	Buy	33,913 +13,193	+64%	+$353K	0.02%	565
2024 Q3	$587K	Buy	20,720 +4,536	+28%	+$121K	0.02%	647
2024 Q2	$440K	Buy	+16,184	New	+$455K	0.01%	729

Other funds holding CPER

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

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

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Apollon Wealth Management's CPER Position: Q1 2025 in Review

Apollon Wealth Management sold out of United States Copper Index Fund (CPER) in Q1 2025, closing a stake of 33,913 shares — an estimated $853K sold.

Apollon Wealth Management first reported a position in CPER in Q2 2024 and held it in 3 quarters. The position peaked at $853K in Q4 2024. 66 funds tracked by Wall St. Rank hold CPER as of Q1 2025.

Apollon Wealth Management reported no remaining United States Copper Index Fund position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 33,913 United States Copper Index Fund shares in Q1 2025, an estimated $853K.
Apollon Wealth Management first reported a position in United States Copper Index Fund in Q2 2024 and held it in 3 quarters.
Apollon Wealth Management's United States Copper Index Fund position peaked at $853K in Q4 2024.
66 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.