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Capital Analysts LLC’s United States Copper Index Fund CPER Stock Holding History

Capital Analysts LLC’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
Q1 		$10K Hold
284
– – ﹤0.01% 1250
2025
Q4 		$10K Hold
284
– – ﹤0.01% 1238
2025
Q3 		$9K Hold
284
– – ﹤0.01% 1217
2025
Q2 		$9K Hold
284
– – ﹤0.01% 1157
2025
Q1 		$9K Sell
284
-458
-62% -$13.2K ﹤0.01% 1132
2024
Q4 		$19K Hold
742
– – ﹤0.01% 953
2024
Q3 		$21K Buy
+742
New +$19.7K ﹤0.01% 894

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Capital Analysts LLC's CPER Position: Q1 2026 in Review

Capital Analysts LLC held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 284 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Capital Analysts LLC first reported a position in CPER in Q3 2024 and has held it in 7 quarters since. The position peaked at $21K in Q3 2024. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Capital Analysts LLC held 284 shares of United States Copper Index Fund worth $10K as of Q1 2026.
  • Capital Analysts LLC left its United States Copper Index Fund share count unchanged in Q1 2026.
  • United States Copper Index Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1250 holding.
  • Capital Analysts LLC first reported a position in United States Copper Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Capital Analysts LLC's United States Copper Index Fund position peaked at $21K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.