B. Riley Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Buy
2025
Q2
$1.38M Buy
2023
Q2
Sell
2023
Q1
$1.65M Sell
2022
Q4
$1.65M Buy
2021
Q2
Sell
2021
Q1
$845K Buy