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

Aristides Capital’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
-11,966
Closed -$301K – 252
2024
Q4 		$301K Buy
+11,966
New +$320K 0.06% 170

Other funds holding CPER

LPL Financial
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
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
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

Aristides Capital's CPER Position: Q1 2025 in Review

Aristides Capital sold out of United States Copper Index Fund (CPER) in Q1 2025, closing a stake of 11,966 shares — an estimated $301K sold.

Aristides Capital first reported a position in CPER in Q4 2024 and held it in 1 quarter. The position peaked at $301K in Q4 2024. 66 funds tracked by Wall St. Rank hold CPER as of Q1 2025.

  • Aristides Capital reported no remaining United States Copper Index Fund position as of Q1 2025 after selling out during the quarter.
  • Aristides Capital sold 11,966 United States Copper Index Fund shares in Q1 2025, an estimated $301K.
  • Aristides Capital first reported a position in United States Copper Index Fund in Q4 2024 and held it in 1 quarter.
  • Aristides Capital's United States Copper Index Fund position peaked at $301K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2025.

Based on Aristides Capital's 13F filing for Q1 2025, filed 14 May 2025.