Evergreen Private Wealth’s United States Copper Index Fund CPER Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-142	Closed	-$4.25K	–	119
2025 Q3	$4.25K	Hold	142	–	–	﹤0.01%	185
2025 Q2	$4.49K	Hold	142	–	–	﹤0.01%	190
2025 Q1	$4.48K	Hold	142	–	–	﹤0.01%	166
2024 Q4	$3.57K	Hold	142	–	–	﹤0.01%	176
2024 Q3	$4.02K	Hold	142	–	–	﹤0.01%	176
2024 Q2	$3.86K	Hold	142	–	–	﹤0.01%	185
2024 Q1	$3.56K	Hold	142	–	–	﹤0.01%	188
2023 Q4	$3.42K	Buy	+142	New	+$3.28K	﹤0.01%	193

Other funds holding CPER

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Evergreen Private Wealth's CPER Position: Q4 2025 in Review

Evergreen Private Wealth sold out of United States Copper Index Fund (CPER) in Q4 2025, closing a stake of 142 shares — an estimated $4.25K sold.

Evergreen Private Wealth first reported a position in CPER in Q4 2023 and held it in 8 quarters. The position peaked at $4.49K in Q2 2025. 104 funds tracked by Wall St. Rank hold CPER as of Q4 2025.

Evergreen Private Wealth reported no remaining United States Copper Index Fund position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 142 United States Copper Index Fund shares in Q4 2025, an estimated $4.25K.
Evergreen Private Wealth first reported a position in United States Copper Index Fund in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's United States Copper Index Fund position peaked at $4.49K in Q2 2025.
104 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.