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Global Wealth Strategies & Associates’s United States Copper Index Fund CPER Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-58
Closed -$2K – 166
2026
Q1 		$2K Hold
58
– – ﹤0.01% 419
2025
Q4 		$2.03K Buy
+58
New +$1.85K ﹤0.01% 429

Other funds holding CPER

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Wealth Strategies & Associates's CPER Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of United States Copper Index Fund (CPER) in Q2 2026, closing a stake of 58 shares — an estimated $2K sold.

Global Wealth Strategies & Associates first reported a position in CPER in Q4 2025 and held it in 2 quarters. The position peaked at $2.03K in Q4 2025. 16 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining United States Copper Index Fund position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 58 United States Copper Index Fund shares in Q2 2026, an estimated $2K.
  • Global Wealth Strategies & Associates first reported a position in United States Copper Index Fund in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's United States Copper Index Fund position peaked at $2.03K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.