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 Q2	$1.96M	Buy	51,816 +31,102	+150%	+$1.17M	﹤0.01%	2404
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 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

Cetera Investment Advisers's CPER Position: Q2 2026 in Review

Cetera Investment Advisers increased its United States Copper Index Fund (CPER) stake by 150% in Q2 2026, buying an estimated $1.17M and bringing the position to 51,816 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Cetera Investment Advisers first reported a position in CPER in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q4 2025. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Cetera Investment Advisers held 51,816 shares of United States Copper Index Fund worth $1.96M as of Q2 2026.
Cetera Investment Advisers bought 31,102 United States Copper Index Fund shares in Q2 2026, an estimated $1.17M.
United States Copper Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2404 holding.
Cetera Investment Advisers first reported a position in United States Copper Index Fund in Q2 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's United States Copper Index Fund position peaked at $2.27M in Q4 2025.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.