Focus Partners Wealth
CPER icon

Focus Partners Wealth’s United States Copper Index Fund CPER Stock Holding History

Focus Partners Wealth’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
Q1 		$313K Sell
9,098
-1,069
-11% -$38.2K ﹤0.01% 2171
2025
Q4 		$355K Buy
10,167
+3,028
+42% +$96.9K ﹤0.01% 2136
2025
Q3 		$214K Buy
+7,139
New +$215K ﹤0.01% 2024

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Focus Partners Wealth's CPER Position: Q1 2026 in Review

Focus Partners Wealth reduced its United States Copper Index Fund (CPER) stake by 11% in Q1 2026, selling an estimated $38.2K and leaving 9,098 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Focus Partners Wealth first reported a position in CPER in Q3 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Focus Partners Wealth held 9,098 shares of United States Copper Index Fund worth $313K as of Q1 2026.
  • Focus Partners Wealth sold 1,069 United States Copper Index Fund shares in Q1 2026, an estimated $38.2K.
  • United States Copper Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2171 holding.
  • Focus Partners Wealth first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's United States Copper Index Fund position peaked at $355K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.