Focus Partners Wealth
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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
Q2 		$340K Sell
9,009
-89
-1% -$3.35K ﹤0.01% 2193
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 $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth's CPER Position: Q2 2026 in Review

Focus Partners Wealth reduced its United States Copper Index Fund (CPER) stake by 0.98% in Q2 2026, selling an estimated $3.35K and leaving 9,009 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Focus Partners Wealth first reported a position in CPER in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Focus Partners Wealth held 9,009 shares of United States Copper Index Fund worth $340K as of Q2 2026.
  • Focus Partners Wealth sold 89 United States Copper Index Fund shares in Q2 2026, an estimated $3.35K.
  • United States Copper Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2193 holding.
  • Focus Partners Wealth first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's United States Copper Index Fund position peaked at $355K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.