Fiduciary Alliance
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Fiduciary Alliance’s United States Copper Index Fund CPER Stock Holding History

Fiduciary Alliance’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 		– Sell
-11,830
Closed -$446K – 515
2026
Q2 		$446K Buy
11,830
+83
+0.7% +$3.13K 0.03% 384
2026
Q1 		$438K Buy
+11,747
New +$420K 0.03% 388

Other funds holding CPER

Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fiduciary Alliance's CPER Position: Q3 2026 in Review

Fiduciary Alliance sold out of United States Copper Index Fund (CPER) in Q3 2026, closing a stake of 11,830 shares — an estimated $446K sold.

Fiduciary Alliance first reported a position in CPER in Q1 2026 and held it in 2 quarters. The position peaked at $446K in Q2 2026. 43 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Fiduciary Alliance reported no remaining United States Copper Index Fund position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 11,830 United States Copper Index Fund shares in Q3 2026, an estimated $446K.
  • Fiduciary Alliance first reported a position in United States Copper Index Fund in Q1 2026 and held it in 2 quarters.
  • Fiduciary Alliance's United States Copper Index Fund position peaked at $446K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.