Brookwood Investment Group’s United States Copper Index Fund CPER Stock Holding History

Brookwood Investment Group’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	$4.55M	Buy	120,463 +33,160	+38%	+$1.25M	0.51%	38
2026 Q1	$3.01M	Sell	87,303 -38,783	-31%	-$1.39M	0.37%	61
2025 Q4	$4.41M	Buy	126,086 +24,779	+24%	+$793K	0.53%	32
2025 Q3	$3.04M	Buy	101,307 +65,480	+183%	+$1.97M	0.39%	46
2025 Q2	$1.13M	Buy	+35,827	New	+$1.06M	0.18%	104

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Brookwood Investment Group's CPER Position: Q2 2026 in Review

Brookwood Investment Group increased its United States Copper Index Fund (CPER) stake by 38% in Q2 2026, buying an estimated $1.25M and bringing the position to 120,463 shares worth $4.55M. The position accounts for 0.51% of the portfolio, ranked #38.

Brookwood Investment Group first reported a position in CPER in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Brookwood Investment Group held 120,463 shares of United States Copper Index Fund worth $4.55M as of Q2 2026.
Brookwood Investment Group bought 33,160 United States Copper Index Fund shares in Q2 2026, an estimated $1.25M.
United States Copper Index Fund made up 0.51% of Brookwood Investment Group's portfolio in Q2 2026, its #38 holding.
Brookwood Investment Group first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.