Financial Consulate’s United States Copper Index Fund CPER Stock Holding History

Financial Consulate’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	$497	Buy	+12	New	+$472	﹤0.01%	1462

Other funds holding CPER

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Financial Consulate's CPER Position: Q3 2026 in Review

Financial Consulate opened a new position in United States Copper Index Fund (CPER) in Q3 2026: 12 shares worth $497. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings.

29 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Financial Consulate held 12 shares of United States Copper Index Fund worth $497 as of Q3 2026.
United States Copper Index Fund was a new Financial Consulate position in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1462 holding.
29 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.