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
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 -$234 – 4021
2022
Q3 		$234 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 $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

Bank of Montreal's CPER Position: Q1 2026 in Review

Bank of Montreal opened a new position in United States Copper Index Fund (CPER) in Q1 2026: 9,097 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #2652 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in CPER as recently as Q3 2024.

Bank of Montreal first reported a position in CPER in Q3 2020 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Bank of Montreal held 9,097 shares of United States Copper Index Fund worth $313K as of Q1 2026.
  • United States Copper Index Fund was a new Bank of Montreal position in Q1 2026.
  • United States Copper Index Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2652 holding.
  • Bank of Montreal first reported a position in United States Copper Index Fund in Q3 2020 and has held it in 9 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.