Garde Capital’s United States Copper Index Fund CPER Stock Holding History

Garde Capital’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	$407K	Sell	10,780 -602	-5%	-$22.7K	0.02%	179
2026 Q1	$392K	Sell	11,382 -5,137	-31%	-$184K	0.02%	144
2025 Q4	$578K	Hold	16,519	–	–	0.03%	139
2025 Q3	$496K	Hold	16,519	–	–	0.02%	165
2025 Q2	$523K	Buy	16,519 +1,323	+9%	+$39.2K	0.03%	155
2025 Q1	$480K	Buy	15,196 +988	+7%	+$28.5K	0.03%	159
2024 Q4	$357K	Buy	+14,208	New	+$380K	0.02%	165
2022 Q3	–	Sell	-13,663	Closed	-$304K	–	244
2022 Q2	$304K	Hold	13,663	–	–	0.04%	150
2022 Q1	$392K	Hold	13,663	–	–	0.04%	148
2021 Q4	$372K	Hold	13,663	–	–	0.04%	158
2021 Q3	$342K	Buy	13,663 +623	+5%	+$16.4K	0.04%	148
2021 Q2	$342K	Buy	+13,040	New	+$354K	0.04%	149

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Garde Capital's CPER Position: Q2 2026 in Review

Garde Capital reduced its United States Copper Index Fund (CPER) stake by 5.3% in Q2 2026, selling an estimated $22.7K and leaving 10,780 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #179.

Garde Capital first reported a position in CPER in Q2 2021 and has held it in 12 quarters since. The position peaked at $578K in Q4 2025. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Garde Capital held 10,780 shares of United States Copper Index Fund worth $407K as of Q2 2026.
Garde Capital sold 602 United States Copper Index Fund shares in Q2 2026, an estimated $22.7K.
United States Copper Index Fund made up 0.02% of Garde Capital's portfolio in Q2 2026, its #179 holding.
Garde Capital first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 12 quarters since.
Garde Capital's United States Copper Index Fund position peaked at $578K in Q4 2025.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.