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Essential Partners’s United States Copper Index Fund CPER Stock Holding History

Essential Partners’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 		– Sell
-7
Closed -$245 – 2878
2025
Q4 		$245 Buy
+7
New +$224 ﹤0.01% 2389

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UBS Group
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Ameriprise
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LPL Financial
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Essential Partners's CPER Position: Q1 2026 in Review

Essential Partners sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 7 shares — an estimated $245 sold.

Essential Partners first reported a position in CPER in Q4 2025 and held it in 1 quarter. The position peaked at $245 in Q4 2025. 130 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Essential Partners reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 7 United States Copper Index Fund shares in Q1 2026, an estimated $245.
  • Essential Partners first reported a position in United States Copper Index Fund in Q4 2025 and held it in 1 quarter.
  • Essential Partners's United States Copper Index Fund position peaked at $245 in Q4 2025.
  • 130 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.