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Diligent Investors’s United States Copper Index Fund CPER Stock Holding History

Diligent Investors’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
2025
Q2 		– Sell
-8,425
Closed -$266K – 347
2025
Q1 		$266K Sell
8,425
-1,125
-12% -$32.4K 0.06% 298
2024
Q4 		$240K Buy
9,550
+250
+3% +$6.69K 0.06% 322
2024
Q3 		$264K Buy
9,300
+1,660
+22% +$44.1K 0.06% 287
2024
Q2 		$208K Buy
+7,640
New +$215K 0.05% 311

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Diligent Investors's CPER Position: Q2 2025 in Review

Diligent Investors sold out of United States Copper Index Fund (CPER) in Q2 2025, closing a stake of 8,425 shares — an estimated $266K sold.

Diligent Investors first reported a position in CPER in Q2 2024 and held it in 4 quarters. The position peaked at $266K in Q1 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q2 2025.

  • Diligent Investors reported no remaining United States Copper Index Fund position as of Q2 2025 after selling out during the quarter.
  • Diligent Investors sold 8,425 United States Copper Index Fund shares in Q2 2025, an estimated $266K.
  • Diligent Investors first reported a position in United States Copper Index Fund in Q2 2024 and held it in 4 quarters.
  • Diligent Investors's United States Copper Index Fund position peaked at $266K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.