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

Bartlett & 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 Q3	–	Sell	-120	Closed	-$3.8K	–	1223
2025 Q2	$3.8K	Hold	120	–	–	﹤0.01%	1031
2025 Q1	$3.79K	Hold	120	–	–	﹤0.01%	1018
2024 Q4	$3.02K	Hold	120	–	–	﹤0.01%	1013
2024 Q3	$3.4K	Hold	120	–	–	﹤0.01%	1001
2024 Q2	$3.27K	Hold	120	–	–	﹤0.01%	1019
2024 Q1	$3.01K	Hold	120	–	–	﹤0.01%	1012
2023 Q4	$2.91K	Hold	120	–	–	﹤0.01%	1128
2023 Q3	$2.76K	Hold	120	–	–	﹤0.01%	1051
2023 Q2	$2.78K	Hold	120	–	–	﹤0.01%	1040
2023 Q1	$2.99K	Hold	120	–	–	﹤0.01%	954
2022 Q4	$2.77K	Hold	120	–	–	﹤0.01%	990
2022 Q3	$2.45K	Hold	120	–	–	﹤0.01%	1027
2022 Q2	$2.67K	Hold	120	–	–	﹤0.01%	1139
2022 Q1	$3.44K	Buy	+120	New	+$3.33K	﹤0.01%	956

Other funds holding CPER

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFI

EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return

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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Bartlett & Co Wealth Management's CPER Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 120 shares — an estimated $3.8K sold.

Bartlett & Co Wealth Management first reported a position in CPER in Q1 2022 and held it in 14 quarters. The position peaked at $3.8K in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 120 United States Copper Index Fund shares in Q3 2025, an estimated $3.8K.
Bartlett & Co Wealth Management first reported a position in United States Copper Index Fund in Q1 2022 and held it in 14 quarters.
Bartlett & Co Wealth Management's United States Copper Index Fund position peaked at $3.8K in Q2 2025.
78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.