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Atomi Financial Group’s United States Copper Index Fund CPER Stock Holding History

Atomi Financial Group’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 		$491K Buy
14,266
+929
+7% +$33.2K 0.02% 719
2025
Q4 		$466K Sell
13,337
-500
-4% -$16K 0.01% 718
2025
Q3 		$415K Buy
+13,837
New +$417K 0.01% 723

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Atomi Financial Group's CPER Position: Q1 2026 in Review

Atomi Financial Group increased its United States Copper Index Fund (CPER) stake by 7% in Q1 2026, buying an estimated $33.2K and bringing the position to 14,266 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #719.

Atomi Financial Group first reported a position in CPER in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Atomi Financial Group held 14,266 shares of United States Copper Index Fund worth $491K as of Q1 2026.
  • Atomi Financial Group bought 929 United States Copper Index Fund shares in Q1 2026, an estimated $33.2K.
  • United States Copper Index Fund made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #719 holding.
  • Atomi Financial Group first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.