Clean Yield Group’s United States Copper Index Fund CPER Stock Holding History

Clean Yield Group’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	$41.3K	Hold	1,200	–	–	0.01%	237
2025 Q4	$42K	Hold	1,200	–	–	0.01%	245
2025 Q3	$36K	Hold	1,200	–	–	0.01%	257
2025 Q2	$38K	Hold	1,200	–	–	0.01%	241
2025 Q1	$37.9K	Hold	1,200	–	–	0.01%	250
2024 Q4	$30.2K	Hold	1,200	–	–	0.01%	270
2024 Q3	$34K	Hold	1,200	–	–	0.01%	258
2024 Q2	$32.7K	Hold	1,200	–	–	0.01%	262
2024 Q1	$30.1K	Hold	1,200	–	–	0.01%	267
2023 Q4	$29K	Hold	1,200	–	–	0.01%	265
2023 Q3	$26.8K	Hold	1,200	–	–	0.01%	262
2023 Q2	$27.8K	Hold	1,200	–	–	0.01%	272
2023 Q1	$29.9K	Hold	1,200	–	–	0.01%	268
2022 Q4	$27.7K	Hold	1,200	–	–	0.01%	273
2022 Q3	$25K	Hold	1,200	–	–	0.01%	266
2022 Q2	$27K	Buy	1,200 +200	+20%	+$5.25K	0.01%	278
2022 Q1	$29K	Buy	+1,000	New	+$27.7K	0.01%	287

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Clean Yield Group's CPER Position: Q1 2026 in Review

Clean Yield Group held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 1,200 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #237.

Clean Yield Group first reported a position in CPER in Q1 2022 and has held it in 17 quarters since. The position peaked at $42K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Clean Yield Group held 1,200 shares of United States Copper Index Fund worth $41.3K as of Q1 2026.
Clean Yield Group left its United States Copper Index Fund share count unchanged in Q1 2026.
United States Copper Index Fund made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #237 holding.
Clean Yield Group first reported a position in United States Copper Index Fund in Q1 2022 and has held it in 17 quarters since.
Clean Yield Group's United States Copper Index Fund position peaked at $42K in Q4 2025.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.