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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 		$18.9K Hold
500
– – ﹤0.01% 4020
2026
Q1 		$17.2K Buy
+500
New +$17.9K ﹤0.01% 3766

Other funds holding CPER

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 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. 49 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.
  • 49 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.