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 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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

BigSur Wealth Management's CPER Position: Q2 2026 in Review

BigSur Wealth Management increased its United States Copper Index Fund (CPER) stake by 107% in Q2 2026, buying an estimated $678K and bringing the position to 34,839 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #83.

BigSur Wealth Management first reported a position in CPER in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q1 2022. 13 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

BigSur Wealth Management held 34,839 shares of United States Copper Index Fund worth $1.31M as of Q2 2026.
BigSur Wealth Management bought 18,000 United States Copper Index Fund shares in Q2 2026, an estimated $678K.
United States Copper Index Fund made up 0.32% of BigSur Wealth Management's portfolio in Q2 2026, its #83 holding.
BigSur Wealth Management first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 18 quarters since.
BigSur Wealth Management's United States Copper Index Fund position peaked at $2.17M in Q1 2022.
13 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.