Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United States Copper Index Fund CPER Stock Holding History

Carson Wealth (CWM 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 		$21.9K Buy
637
+575
+927% +$20.5K ﹤0.01% 4352
2025
Q4 		$2K Sell
62
-74
-54% -$2.37K ﹤0.01% 5063
2025
Q3 		$4K Buy
136
+135
+13,500% +$4.07K ﹤0.01% 4797
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5137
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5068
2024
Q4 		$0 Sell
1
-5,976
-100% -$160K ﹤0.01% 4936
2024
Q3 		$169K Buy
5,977
+5,976
+597,600% +$159K ﹤0.01% 1847
2024
Q2 		$0 Sell
1
-339
-100% -$9.53K ﹤0.01% 4629
2024
Q1 		$9K Buy
340
+1
+0.3% +$24 ﹤0.01% 3382
2023
Q4 		$8K Sell
339
-1
-0.3% -$23 ﹤0.01% 3276
2023
Q3 		$8K Sell
340
-3,490
-91% -$81.8K ﹤0.01% 3232
2023
Q2 		$89K Buy
3,830
+285
+8% +$6.73K ﹤0.01% 1626
2023
Q1 		$88K Sell
3,545
-1,925
-35% -$47.7K ﹤0.01% 1560
2022
Q4 		$126K Sell
5,470
-5,644
-51% -$124K ﹤0.01% 1275
2022
Q3 		$227K Sell
11,114
-4,738
-30% -$99.7K ﹤0.01% 1001
2022
Q2 		$352K Sell
15,852
-12,699
-44% -$333K ﹤0.01% 837
2022
Q1 		$820K Sell
28,551
-13,402
-32% -$372K 0.01% 610
2021
Q4 		$1.14M Buy
+41,953
New +$1.12M 0.01% 553
2021
Q2 		$2.77M Hold
105,678
– – 0.02% 361
2021
Q1 		$2.77M Hold
105,678
– – 0.02% 361
2020
Q4 		$2.77M Hold
105,678
– – 0.02% 361
2020
Q3 		$2.77M Hold
105,678
– – 0.02% 361
2020
Q2 		$2.77M Hold
105,678
– – 0.02% 361
2020
Q1 		$2.77M Hold
105,678
– – 0.02% 361
2019
Q4 		$2.77M Hold
105,678
– – 0.02% 361
2019
Q3 		$2.77M Hold
105,678
– – 0.02% 361
2019
Q2 		$2.77M Hold
105,678
– – 0.02% 361
2019
Q1 		$2.77M Buy
+105,678
New +$1.86M 0.02% 361

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

Carson Wealth (CWM LLC)'s CPER Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United States Copper Index Fund (CPER) stake by 927% in Q1 2026, buying an estimated $20.5K and bringing the position to 637 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

Carson Wealth (CWM LLC) first reported a position in CPER in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.77M in Q2 2021. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Carson Wealth (CWM LLC) held 637 shares of United States Copper Index Fund worth $21.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 575 United States Copper Index Fund shares in Q1 2026, an estimated $20.5K.
  • United States Copper Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4352 holding.
  • Carson Wealth (CWM LLC) first reported a position in United States Copper Index Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s United States Copper Index Fund position peaked at $2.77M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.