Clarus Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-227	Closed	-$4K	–	216
2019 Q2	$4K	Hold	227	–	–	﹤0.01%	501
2019 Q1	$4K	Buy	+227	New	+$3.99K	﹤0.01%	590

Other funds holding CPER

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarus Wealth Advisors's CPER Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of United States Copper Index Fund (CPER) in Q3 2019, closing a stake of 227 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in CPER in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 7 funds tracked by Wall St. Rank hold CPER as of Q3 2019.

Clarus Wealth Advisors reported no remaining United States Copper Index Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 227 United States Copper Index Fund shares in Q3 2019, an estimated $4K.
Clarus Wealth Advisors first reported a position in United States Copper Index Fund in Q1 2019 and held it in 2 quarters.
Clarus Wealth Advisors's United States Copper Index Fund position peaked at $4K in Q2 2019.
7 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.