Aspect Partners
CPER icon

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

Aspect 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 		$796 Hold
20
– – ﹤0.01% 607
2026
Q2 		$755 Buy
20
+10
+100% +$377 ﹤0.01% 605
2026
Q1 		$344 Buy
+10
New +$357 ﹤0.01% 676

Other funds holding CPER

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
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 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
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Argyle Capital Partners
Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return
City Center Advisors LLC
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Aspect Partners's CPER Position: Q3 2026 in Review

Aspect Partners held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 20 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Aspect Partners first reported a position in CPER in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Aspect Partners held 20 shares of United States Copper Index Fund worth $796 as of Q3 2026.
  • Aspect Partners left its United States Copper Index Fund share count unchanged in Q3 2026.
  • United States Copper Index Fund made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #607 holding.
  • Aspect Partners first reported a position in United States Copper Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.