Bank of Montreal
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Bank of Montreal’s United States Copper Index Fund CPER Stock Holding History

Bank of Montreal’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
Q2 		$318K Sell
8,437
-660
-7% -$24.9K ﹤0.01% 2733
2026
Q1 		$313K Buy
+9,097
New +$325K ﹤0.01% 2652
2024
Q4 		– Sell
-1,697
Closed -$48.6K – 3573
2024
Q3 		$48.6K Buy
1,697
+99
+6% +$2.63K ﹤0.01% 3422
2024
Q2 		$44.2K Buy
+1,598
New +$44.9K ﹤0.01% 3447
2024
Q1 		– Sell
-645
Closed -$15.8K – 3939
2023
Q4 		$15.8K Hold
645
– – ﹤0.01% 3747
2023
Q3 		$15.2K Buy
+645
New +$15.1K ﹤0.01% 3592
2022
Q4 		– Sell
-10,971
Closed -$234K – 4021
2022
Q3 		$234K Buy
+10,971
New +$231K ﹤0.01% 3096
2021
Q2 		– Sell
-580
Closed -$15K – 3920
2021
Q1 		$15K Hold
580
– – ﹤0.01% 4173
2020
Q4 		$13K Hold
580
– – ﹤0.01% 4589
2020
Q3 		$11K Buy
+580
New +$10.6K ﹤0.01% 4088

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's CPER Position: Q2 2026 in Review

Bank of Montreal reduced its United States Copper Index Fund (CPER) stake by 7.3% in Q2 2026, selling an estimated $24.9K and leaving 8,437 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Bank of Montreal first reported a position in CPER in Q3 2020 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Bank of Montreal held 8,437 shares of United States Copper Index Fund worth $318K as of Q2 2026.
  • Bank of Montreal sold 660 United States Copper Index Fund shares in Q2 2026, an estimated $24.9K.
  • United States Copper Index Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2733 holding.
  • Bank of Montreal first reported a position in United States Copper Index Fund in Q3 2020 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.