Creative Financial Designs’s United States Copper Index Fund CPER Stock Holding History

Creative Financial Designs’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	$365K	Buy	9,680 +3,699	+62%	+$139K	0.02%	468
2026 Q1	$206K	Buy	5,981 +3,351	+127%	+$120K	0.01%	506
2025 Q4	$91.9K	Sell	2,630 -190	-7%	-$6.08K	0.01%	678
2025 Q3	$84.6K	Buy	2,820 +882	+46%	+$26.6K	0.01%	689
2025 Q2	$61.3K	Hold	1,938	–	–	﹤0.01%	795
2025 Q1	$61.2K	Hold	1,938	–	–	﹤0.01%	756
2024 Q4	$48.8K	Buy	1,938 +1,820	+1,542%	+$48.7K	﹤0.01%	797
2024 Q3	$3.35K	Hold	118	–	–	﹤0.01%	1458
2024 Q2	$3.21K	Buy	+118	New	+$3.32K	﹤0.01%	1411

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

Creative Financial Designs's CPER Position: Q2 2026 in Review

Creative Financial Designs increased its United States Copper Index Fund (CPER) stake by 62% in Q2 2026, buying an estimated $139K and bringing the position to 9,680 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #468.

Creative Financial Designs first reported a position in CPER in Q2 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Creative Financial Designs held 9,680 shares of United States Copper Index Fund worth $365K as of Q2 2026.
Creative Financial Designs bought 3,699 United States Copper Index Fund shares in Q2 2026, an estimated $139K.
United States Copper Index Fund made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #468 holding.
Creative Financial Designs first reported a position in United States Copper Index Fund in Q2 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.