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

B. Riley 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	-83,804	Closed	-$2.93M	–	939
2025 Q4	$2.93M	Buy	83,804 +31,217	+59%	+$999K	0.14%	156
2025 Q3	$1.58M	Buy	52,587 +9,110	+21%	+$274K	0.07%	252
2025 Q2	$1.38M	Buy	+43,477	New	+$1.29M	0.06%	278
2023 Q2	–	Sell	-66,083	Closed	-$1.65M	–	1554
2023 Q1	$1.65M	Sell	66,083 -5,309	-7%	-$132K	0.04%	396
2022 Q4	$1.65M	Buy	+71,392	New	+$1.57M	0.05%	388
2021 Q2	–	Sell	-34,307	Closed	-$845K	–	1388
2021 Q1	$845K	Buy	+34,307	New	+$818K	0.03%	528

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

B. Riley Wealth Advisors's CPER Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 83,804 shares — an estimated $2.93M sold.

B. Riley Wealth Advisors first reported a position in CPER in Q1 2021 and held it in 6 quarters. The position peaked at $2.93M in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

B. Riley Wealth Advisors reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 83,804 United States Copper Index Fund shares in Q1 2026, an estimated $2.93M.
B. Riley Wealth Advisors first reported a position in United States Copper Index Fund in Q1 2021 and held it in 6 quarters.
B. Riley Wealth Advisors's United States Copper Index Fund position peaked at $2.93M in Q4 2025.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.