Argyle Capital Partners
CPER icon

Argyle Capital Partners’s United States Copper Index Fund CPER Stock Holding History

Argyle Capital Partners’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
Q3 		$316K Buy
7,956
+868
+12% +$34.2K 0.2% 121
2026
Q2 		$267K Buy
7,088
+285
+4% +$10.7K 0.17% 143
2026
Q1 		$234K Buy
6,803
+690
+11% +$24.7K 0.17% 141
2025
Q4 		$214K Buy
+6,113
New +$196K 0.16% 145

Other funds holding CPER

Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Argyle Capital Partners's CPER Position: Q3 2026 in Review

Argyle Capital Partners increased its United States Copper Index Fund (CPER) stake by 12% in Q3 2026, buying an estimated $34.2K and bringing the position to 7,956 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #121.

Argyle Capital Partners first reported a position in CPER in Q4 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Argyle Capital Partners held 7,956 shares of United States Copper Index Fund worth $316K as of Q3 2026.
  • Argyle Capital Partners bought 868 United States Copper Index Fund shares in Q3 2026, an estimated $34.2K.
  • United States Copper Index Fund made up 0.2% of Argyle Capital Partners's portfolio in Q3 2026, its #121 holding.
  • Argyle Capital Partners first reported a position in United States Copper Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.