BFC Planning, Inc.’s United States Copper Index Fund CPER Stock Holding History

BFC Planning, Inc.’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	$21.5K	Hold	540	–	–	﹤0.01%	1993
2026 Q2	$20.4K	Hold	540	–	–	﹤0.01%	2006
2026 Q1	$18.6K	Sell	540 -960	-64%	-$34.3K	﹤0.01%	1744
2025 Q4	$52.4K	Buy	1,500 +500	+50%	+$16K	﹤0.01%	1347
2025 Q3	$30K	Buy	1,000 +680	+213%	+$20.5K	﹤0.01%	1389
2025 Q2	$10.1K	Hold	320	–	–	﹤0.01%	1799
2025 Q1	$10.1K	Buy	+320	New	+$9.22K	﹤0.01%	1765

Other funds holding CPER

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BFC Planning, Inc.'s CPER Position: Q3 2026 in Review

BFC Planning, Inc. held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 540 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

BFC Planning, Inc. first reported a position in CPER in Q1 2025 and has held it in 7 quarters since. The position peaked at $52.4K in Q4 2025. 128 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

BFC Planning, Inc. held 540 shares of United States Copper Index Fund worth $21.5K as of Q3 2026.
BFC Planning, Inc. left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1993 holding.
BFC Planning, Inc. first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 7 quarters since.
BFC Planning, Inc.'s United States Copper Index Fund position peaked at $52.4K in Q4 2025.
128 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.