Exit Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Exit Wealth Advisors’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	$968K	Buy	25,649 +17,934	+232%	+$676K	0.44%	58
2026 Q1	$266K	Buy	+7,715	New	+$276K	0.14%	104

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Exit Wealth Advisors's CPER Position: Q2 2026 in Review

Exit Wealth Advisors increased its United States Copper Index Fund (CPER) stake by 232% in Q2 2026, buying an estimated $676K and bringing the position to 25,649 shares worth $968K. The position accounts for 0.44% of the portfolio, ranked #58.

Exit Wealth Advisors first reported a position in CPER in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Exit Wealth Advisors held 25,649 shares of United States Copper Index Fund worth $968K as of Q2 2026.
Exit Wealth Advisors bought 17,934 United States Copper Index Fund shares in Q2 2026, an estimated $676K.
United States Copper Index Fund made up 0.44% of Exit Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Exit Wealth Advisors first reported a position in United States Copper Index Fund in Q1 2026 and has held it in 2 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.