FFA
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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
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

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CPER Position: Q2 2026 in Review

Farther Finance Advisors increased its United States Copper Index Fund (CPER) stake by 3.6% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,077 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Farther Finance Advisors first reported a position in CPER in Q1 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Farther Finance Advisors held 1,077 shares of United States Copper Index Fund worth $40.6K as of Q2 2026.
  • Farther Finance Advisors bought 37 United States Copper Index Fund shares in Q2 2026, an estimated $1.39K.
  • United States Copper Index Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3411 holding.
  • Farther Finance Advisors first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.