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 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 $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Creative Financial Designs's CPER Position: Q1 2026 in Review

Creative Financial Designs increased its United States Copper Index Fund (CPER) stake by 127% in Q1 2026, buying an estimated $120K and bringing the position to 5,981 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #506.

Creative Financial Designs first reported a position in CPER in Q2 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Creative Financial Designs held 5,981 shares of United States Copper Index Fund worth $206K as of Q1 2026.
Creative Financial Designs bought 3,351 United States Copper Index Fund shares in Q1 2026, an estimated $120K.
United States Copper Index Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #506 holding.
Creative Financial Designs first reported a position in United States Copper Index Fund in Q2 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.