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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's CPER Position: Q2 2026 in Review

Belpointe Asset Management increased its United States Copper Index Fund (CPER) stake by 0.62% in Q2 2026, buying an estimated $4.41K and bringing the position to 19,060 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #597.

Belpointe Asset Management first reported a position in CPER in Q1 2021 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Belpointe Asset Management held 19,060 shares of United States Copper Index Fund worth $719K as of Q2 2026.
Belpointe Asset Management bought 117 United States Copper Index Fund shares in Q2 2026, an estimated $4.41K.
United States Copper Index Fund made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #597 holding.
Belpointe Asset Management first reported a position in United States Copper Index Fund in Q1 2021 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.