Commonwealth Equity Services’s United States Copper Index Fund CPER Stock Holding History

Commonwealth Equity Services’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	$486K	Buy	12,878 +814	+7%	+$30.7K	﹤0.01%	3330
2026 Q1	$415K	Buy	12,064 +2,011	+20%	+$71.9K	﹤0.01%	3379
2025 Q4	$351K	Sell	10,053 -2,796	-22%	-$89.4K	﹤0.01%	3515
2025 Q3	$385K	Buy	12,849 +605	+5%	+$18.2K	﹤0.01%	3405
2025 Q2	$387K	Sell	12,244 -1,730	-12%	-$51.3K	﹤0.01%	3371
2025 Q1	$442K	Buy	13,974 +4,496	+47%	+$130K	﹤0.01%	3127
2024 Q4	$238K	Sell	9,478 -832	-8%	-$22.3K	﹤0.01%	3616
2024 Q3	$292K	Buy	10,310 +715	+7%	+$19K	﹤0.01%	3377
2024 Q2	$261K	Buy	9,595 +1,349	+16%	+$37.9K	﹤0.01%	3420
2024 Q1	$207K	Buy	+8,246	New	+$199K	﹤0.01%	3595
2023 Q4	–	Sell	-12,222	Closed	-$281K	–	3930
2023 Q3	$281K	Buy	12,222 +1,216	+11%	+$28.5K	﹤0.01%	3091
2023 Q2	$255K	Buy	11,006 +844	+8%	+$19.9K	﹤0.01%	3183
2023 Q1	$253K	Sell	10,162 -10	-0.1%	-$248	﹤0.01%	3104
2022 Q4	$234K	Sell	10,172 -36,132	-78%	-$793K	﹤0.01%	3082
2022 Q3	$946K	Buy	46,304 +36,873	+391%	+$776K	﹤0.01%	1939
2022 Q2	$209K	Sell	9,431 -2,429	-20%	-$63.7K	﹤0.01%	3156
2022 Q1	$340K	Sell	11,860 -2,638	-18%	-$73.1K	﹤0.01%	2861
2021 Q4	$394K	Buy	14,498 +2,178	+18%	+$58.3K	﹤0.01%	2730
2021 Q3	$308K	Sell	12,320 -2,007	-14%	-$52.8K	﹤0.01%	2889
2021 Q2	$375K	Buy	+14,327	New	+$389K	﹤0.01%	2708

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

Commonwealth Equity Services's CPER Position: Q2 2026 in Review

Commonwealth Equity Services increased its United States Copper Index Fund (CPER) stake by 6.7% in Q2 2026, buying an estimated $30.7K and bringing the position to 12,878 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Commonwealth Equity Services first reported a position in CPER in Q2 2021 and has held it in 20 quarters since. The position peaked at $946K in Q3 2022. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Commonwealth Equity Services held 12,878 shares of United States Copper Index Fund worth $486K as of Q2 2026.
Commonwealth Equity Services bought 814 United States Copper Index Fund shares in Q2 2026, an estimated $30.7K.
United States Copper Index Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3330 holding.
Commonwealth Equity Services first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 20 quarters since.
Commonwealth Equity Services's United States Copper Index Fund position peaked at $946K in Q3 2022.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.