BigSur Wealth Management’s United States Copper Index Fund CPER Stock Holding History

BigSur 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
2026 Q3	$670K	Sell	16,839 -18,000	-52%	-$708K	0.16%	114
2026 Q2	$1.31M	Buy	34,839 +18,000	+107%	+$678K	0.32%	83
2026 Q1	$580K	Sell	16,839 -3,500	-17%	-$125K	0.16%	113
2025 Q4	$711K	Hold	20,339	–	–	0.17%	101
2025 Q3	$610K	Sell	20,339 -10,000	-33%	-$301K	0.15%	111
2025 Q2	$960K	Sell	30,339 -6,600	-18%	-$196K	0.24%	83
2025 Q1	$1.17M	Hold	36,939	–	–	0.32%	82
2024 Q4	$929K	Hold	36,939	–	–	0.27%	87
2024 Q3	$1.05M	Buy	36,939 +3,500	+10%	+$93K	0.29%	84
2024 Q2	$910K	Hold	33,439	–	–	0.28%	85
2024 Q1	$840K	Hold	33,439	–	–	0.26%	89
2023 Q4	$807K	Buy	33,439 +7,500	+29%	+$173K	0.38%	66
2023 Q3	$597K	Sell	25,939 -310	-1%	-$7.26K	0.3%	74
2023 Q2	$609K	Buy	+26,249	New	+$620K	0.29%	76
2022 Q3	–	Sell	-73,549	Closed	-$1.63M	–	124
2022 Q2	$1.63M	Sell	73,549 -2,000	-3%	-$52.5K	0.77%	40
2022 Q1	$2.17M	Hold	75,549	–	–	0.85%	33
2021 Q4	$2.06M	Buy	75,549 +37,800	+100%	+$1.01M	0.8%	37
2021 Q3	$946K	Buy	37,749 +5,800	+18%	+$153K	0.42%	57
2021 Q2	$838K	Buy	+31,949	New	+$868K	0.38%	66

Other funds holding CPER

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

BigSur Wealth Management's CPER Position: Q3 2026 in Review

BigSur Wealth Management reduced its United States Copper Index Fund (CPER) stake by 52% in Q3 2026, selling an estimated $708K and leaving 16,839 shares worth $670K. The position accounts for 0.16% of the portfolio, ranked #114.

BigSur Wealth Management first reported a position in CPER in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q1 2022. 29 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

BigSur Wealth Management held 16,839 shares of United States Copper Index Fund worth $670K as of Q3 2026.
BigSur Wealth Management sold 18,000 United States Copper Index Fund shares in Q3 2026, an estimated $708K.
United States Copper Index Fund made up 0.16% of BigSur Wealth Management's portfolio in Q3 2026, its #114 holding.
BigSur Wealth Management first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 19 quarters since.
BigSur Wealth Management's United States Copper Index Fund position peaked at $2.17M in Q1 2022.
29 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.