Arkadios Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Arkadios Wealth Advisors’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 Q1	–	Sell	-133,862	Closed	-$4.68M	–	1718
2025 Q4	$4.68M	Sell	133,862 -6,169	-4%	-$197K	0.09%	236
2025 Q3	$4.2M	Buy	140,031 +27,154	+24%	+$818K	0.1%	218
2025 Q2	$3.57M	Buy	112,877 +2,961	+3%	+$87.8K	0.11%	212
2025 Q1	$3.47M	Buy	+109,916	New	+$3.17M	0.13%	178
2021 Q4	–	Sell	-1,425	Closed	-$35K	–	803
2021 Q3	$35K	Sell	1,425 -2,000	-58%	-$52.7K	0.01%	1000
2021 Q2	$89K	Buy	3,425 +2,000	+140%	+$54.3K	0.01%	749
2021 Q1	$35K	Buy	+1,425	New	+$34K	0.01%	794

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Arkadios Wealth Advisors's CPER Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 133,862 shares — an estimated $4.68M sold.

Arkadios Wealth Advisors first reported a position in CPER in Q1 2021 and held it in 7 quarters. The position peaked at $4.68M in Q4 2025. 130 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Arkadios Wealth Advisors reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 133,862 United States Copper Index Fund shares in Q1 2026, an estimated $4.68M.
Arkadios Wealth Advisors first reported a position in United States Copper Index Fund in Q1 2021 and held it in 7 quarters.
Arkadios Wealth Advisors's United States Copper Index Fund position peaked at $4.68M in Q4 2025.
130 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.