Cetera Investment Advisers
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Cetera Investment Advisers’s United States Copper Index Fund CPER Stock Holding History

Cetera Investment Advisers’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 		$713K Sell
20,714
-44,164
-68% -$1.58M ﹤0.01% 3204
2025
Q4 		$2.27M Buy
64,878
+36,493
+129% +$1.17M ﹤0.01% 2109
2025
Q3 		$852K Buy
28,385
+7,997
+39% +$241K ﹤0.01% 2906
2025
Q2 		$645K Buy
20,388
+11,054
+118% +$328K ﹤0.01% 2761
2025
Q1 		$295K Buy
+9,334
New +$269K ﹤0.01% 3276
2024
Q4 		– Sell
-26,454
Closed -$750K – 3802
2024
Q3 		$750K Buy
26,454
+5,041
+24% +$134K ﹤0.01% 2321
2024
Q2 		$583K Buy
+21,413
New +$602K ﹤0.01% 2471

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

Cetera Investment Advisers's CPER Position: Q1 2026 in Review

Cetera Investment Advisers reduced its United States Copper Index Fund (CPER) stake by 68% in Q1 2026, selling an estimated $1.58M and leaving 20,714 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Cetera Investment Advisers first reported a position in CPER in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Cetera Investment Advisers held 20,714 shares of United States Copper Index Fund worth $713K as of Q1 2026.
  • Cetera Investment Advisers sold 44,164 United States Copper Index Fund shares in Q1 2026, an estimated $1.58M.
  • United States Copper Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3204 holding.
  • Cetera Investment Advisers first reported a position in United States Copper Index Fund in Q2 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's United States Copper Index Fund position peaked at $2.27M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.