Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s United States Copper Index Fund CPER Stock Holding History

Cambridge Investment Research Advisors’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 		$1.1M Buy
29,277
+489
+2% +$18.4K ﹤0.01% 2228
2026
Q1 		$991K Buy
28,788
+20,542
+249% +$734K ﹤0.01% 2174
2025
Q4 		$288K Buy
8,246
+112
+1% +$3.58K ﹤0.01% 3241
2025
Q3 		$244K Sell
8,134
-989
-11% -$29.8K ﹤0.01% 3312
2025
Q2 		$289K Buy
9,123
+1,769
+24% +$52.5K ﹤0.01% 3013
2025
Q1 		$232K Buy
+7,354
New +$212K ﹤0.01% 3086
2022
Q3 		– Sell
-13,876
Closed -$308K – 3077
2022
Q2 		$308K Sell
13,876
-1,647
-11% -$43.2K ﹤0.01% 2361
2022
Q1 		$446K Sell
15,523
-693
-4% -$19.2K ﹤0.01% 2205
2021
Q4 		$441K Sell
16,216
-14,293
-47% -$382K ﹤0.01% 2209
2021
Q3 		$764K Sell
30,509
-117,329
-79% -$3.09M ﹤0.01% 1741
2021
Q2 		$3.88M Buy
147,838
+38,534
+35% +$1.05M 0.02% 746
2021
Q1 		$2.69M Buy
109,304
+51,809
+90% +$1.24M 0.01% 860
2020
Q4 		$1.25M Buy
+57,495
New +$1.16M 0.01% 1175

Other funds holding CPER

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors's CPER Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its United States Copper Index Fund (CPER) stake by 1.7% in Q2 2026, buying an estimated $18.4K and bringing the position to 29,277 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Cambridge Investment Research Advisors first reported a position in CPER in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.88M in Q2 2021. 54 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,277 shares of United States Copper Index Fund worth $1.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 489 United States Copper Index Fund shares in Q2 2026, an estimated $18.4K.
  • United States Copper Index Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2228 holding.
  • Cambridge Investment Research Advisors first reported a position in United States Copper Index Fund in Q4 2020 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's United States Copper Index Fund position peaked at $3.88M in Q2 2021.
  • 54 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.