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Farther Finance Advisors’s United States Copper Index Fund CPER Stock Holding History

Farther Finance 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
Q3 		$51.6K Buy
1,297
+220
+20% +$8.66K ﹤0.01% 3398
2026
Q2 		$40.6K Buy
1,077
+37
+4% +$1.39K ﹤0.01% 3411
2026
Q1 		$35.7K Buy
1,040
+1,021
+5,374% +$36.5K ﹤0.01% 3230
2025
Q4 		$664 Buy
+19
New +$608 ﹤0.01% 5003
2025
Q3 		– Sell
-1,000
Closed -$31.6K – 4980
2025
Q2 		$31.6K Buy
1,000
+800
+400% +$23.7K ﹤0.01% 2386
2025
Q1 		$6.3K Buy
+200
New +$5.76K ﹤0.01% 2949

Other funds holding CPER

CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's CPER Position: Q3 2026 in Review

Farther Finance Advisors increased its United States Copper Index Fund (CPER) stake by 20% in Q3 2026, buying an estimated $8.66K and bringing the position to 1,297 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Farther Finance Advisors first reported a position in CPER in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Farther Finance Advisors held 1,297 shares of United States Copper Index Fund worth $51.6K as of Q3 2026.
  • Farther Finance Advisors bought 220 United States Copper Index Fund shares in Q3 2026, an estimated $8.66K.
  • United States Copper Index Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3398 holding.
  • Farther Finance Advisors first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.