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GK Wealth Management’s United States Copper Index Fund CPER Stock Holding History

GK Wealth Management’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 		$83.5K Buy
+2,098
New +$82.6K 0.05% 340

Other funds holding CPER

CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

GK Wealth Management's CPER Position: Q3 2026 in Review

GK Wealth Management opened a new position in United States Copper Index Fund (CPER) in Q3 2026: 2,098 shares worth $83.5K. The stake represents 0.05% of the portfolio and ranks #340 among its holdings.

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

  • GK Wealth Management held 2,098 shares of United States Copper Index Fund worth $83.5K as of Q3 2026.
  • United States Copper Index Fund was a new GK Wealth Management position in Q3 2026.
  • United States Copper Index Fund made up 0.05% of GK Wealth Management's portfolio in Q3 2026, its #340 holding.
  • 8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.