FFAS
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FIG Financial Advisory Services’s United States Copper Index Fund CPER Stock Holding History

FIG Financial Advisory Services’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
2025
Q3 		– Sell
-66,995
Closed -$2.12M – 65
2025
Q2 		$2.12M Buy
+66,995
New +$1.99M 1.42% 12

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

FIG Financial Advisory Services's CPER Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 66,995 shares — an estimated $2.12M sold.

FIG Financial Advisory Services first reported a position in CPER in Q2 2025 and held it in 1 quarter. The position peaked at $2.12M in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • FIG Financial Advisory Services reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 66,995 United States Copper Index Fund shares in Q3 2025, an estimated $2.12M.
  • FIG Financial Advisory Services first reported a position in United States Copper Index Fund in Q2 2025 and held it in 1 quarter.
  • FIG Financial Advisory Services's United States Copper Index Fund position peaked at $2.12M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.