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

Creative Planning’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 		$525K Sell
13,921
-2,144
-13% -$80.8K ﹤0.01% 3143
2026
Q1 		$553K Buy
+16,065
New +$574K ﹤0.01% 2954
2023
Q4 		– Sell
-1,199
Closed -$27.6K – 2824
2023
Q3 		$27.6K Buy
+1,199
New +$28.1K ﹤0.01% 2554

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's CPER Position: Q2 2026 in Review

Creative Planning reduced its United States Copper Index Fund (CPER) stake by 13% in Q2 2026, selling an estimated $80.8K and leaving 13,921 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Creative Planning first reported a position in CPER in Q3 2023 and has held it in 3 quarters since. The position peaked at $553K in Q1 2026. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Creative Planning held 13,921 shares of United States Copper Index Fund worth $525K as of Q2 2026.
  • Creative Planning sold 2,144 United States Copper Index Fund shares in Q2 2026, an estimated $80.8K.
  • United States Copper Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3143 holding.
  • Creative Planning first reported a position in United States Copper Index Fund in Q3 2023 and has held it in 3 quarters since.
  • Creative Planning's United States Copper Index Fund position peaked at $553K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.