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Ball & Co Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Ball & Co Wealth Management’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
2025
Q4 		– Sell
-2,974
Closed -$89K – 72
2025
Q3 		$89K Buy
+2,974
New +$89.5K 0.06% 34

Other funds holding CPER

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ball & Co Wealth Management's CPER Position: Q4 2025 in Review

Ball & Co Wealth Management sold out of United States Copper Index Fund (CPER) in Q4 2025, closing a stake of 2,974 shares — an estimated $89K sold.

Ball & Co Wealth Management first reported a position in CPER in Q3 2025 and held it in 1 quarter. The position peaked at $89K in Q3 2025. 104 funds tracked by Wall St. Rank hold CPER as of Q4 2025.

  • Ball & Co Wealth Management reported no remaining United States Copper Index Fund position as of Q4 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 2,974 United States Copper Index Fund shares in Q4 2025, an estimated $89K.
  • Ball & Co Wealth Management first reported a position in United States Copper Index Fund in Q3 2025 and held it in 1 quarter.
  • Ball & Co Wealth Management's United States Copper Index Fund position peaked at $89K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2025.

Based on Ball & Co Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.