Cerity Partners
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Cerity Partners’s United States Copper Index Fund CPER Stock Holding History

Cerity Partners’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 		$1.48M Buy
42,987
+21,112
+97% +$754K ﹤0.01% 1637
2025
Q4 		$765K Buy
21,875
+1,508
+7% +$48.2K ﹤0.01% 1845
2025
Q3 		$611K Buy
20,367
+367
+2% +$11.1K ﹤0.01% 1856
2025
Q2 		$633K Buy
+20,000
New +$593K ﹤0.01% 1750

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 $67.7B AUM 51.91% 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

Cerity Partners's CPER Position: Q1 2026 in Review

Cerity Partners increased its United States Copper Index Fund (CPER) stake by 97% in Q1 2026, buying an estimated $754K and bringing the position to 42,987 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Cerity Partners first reported a position in CPER in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Cerity Partners held 42,987 shares of United States Copper Index Fund worth $1.48M as of Q1 2026.
  • Cerity Partners bought 21,112 United States Copper Index Fund shares in Q1 2026, an estimated $754K.
  • United States Copper Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1637 holding.
  • Cerity Partners first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.