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 Q2	$1.2M	Sell	31,689 -11,298	-26%	-$426K	﹤0.01%	1892
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 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

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Cerity Partners's CPER Position: Q2 2026 in Review

Cerity Partners reduced its United States Copper Index Fund (CPER) stake by 26% in Q2 2026, selling an estimated $426K and leaving 31,689 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Cerity Partners first reported a position in CPER in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q1 2026. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Cerity Partners held 31,689 shares of United States Copper Index Fund worth $1.2M as of Q2 2026.
Cerity Partners sold 11,298 United States Copper Index Fund shares in Q2 2026, an estimated $426K.
United States Copper Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1892 holding.
Cerity Partners first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's United States Copper Index Fund position peaked at $1.48M in Q1 2026.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.