Belpointe Asset Management’s United States Copper Index Fund CPER Stock Holding History

Belpointe Asset 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
2026 Q3	–	Sell	-19,060	Closed	-$719K	–	1174
2026 Q2	$719K	Buy	19,060 +117	+0.6%	+$4.41K	0.02%	597
2026 Q1	$652K	Buy	+18,943	New	+$677K	0.02%	609
2021 Q3	–	Sell	-4,570	Closed	-$120K	–	1180
2021 Q2	$120K	Sell	4,570 -25	-0.5%	-$679	0.01%	1052
2021 Q1	$113K	Buy	+4,595	New	+$110K	0.01%	953

Other funds holding CPER

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Belpointe Asset Management's CPER Position: Q3 2026 in Review

Belpointe Asset Management sold out of United States Copper Index Fund (CPER) in Q3 2026, closing a stake of 19,060 shares — an estimated $719K sold.

Belpointe Asset Management first reported a position in CPER in Q1 2021 and held it in 4 quarters. The position peaked at $719K in Q2 2026. 83 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Belpointe Asset Management reported no remaining United States Copper Index Fund position as of Q3 2026 after selling out during the quarter.
Belpointe Asset Management sold 19,060 United States Copper Index Fund shares in Q3 2026, an estimated $719K.
Belpointe Asset Management first reported a position in United States Copper Index Fund in Q1 2021 and held it in 4 quarters.
Belpointe Asset Management's United States Copper Index Fund position peaked at $719K in Q2 2026.
83 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.