Harbour Investments’s United States Copper Index Fund CPER Stock Holding History

Harbour Investments’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 Q1	$50.4K	Hold	1,465	–	–	﹤0.01%	2336
2025 Q4	$51.2K	Hold	1,465	–	–	﹤0.01%	1957
2025 Q3	$44K	Buy	+1,465	New	+$44.1K	﹤0.01%	1972
2021 Q4	–	Sell	-441	Closed	-$11K	–	2825
2021 Q3	$11K	Hold	441	–	–	﹤0.01%	2599
2021 Q2	$12K	Buy	441 +241	+121%	+$6.54K	﹤0.01%	2617
2021 Q1	$5K	Buy	+200	New	+$4.77K	﹤0.01%	2892

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Harbour Investments's CPER Position: Q1 2026 in Review

Harbour Investments held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 1,465 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Harbour Investments first reported a position in CPER in Q1 2021 and has held it in 6 quarters since. The position peaked at $51.2K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Harbour Investments held 1,465 shares of United States Copper Index Fund worth $50.4K as of Q1 2026.
Harbour Investments left its United States Copper Index Fund share count unchanged in Q1 2026.
United States Copper Index Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2336 holding.
Harbour Investments first reported a position in United States Copper Index Fund in Q1 2021 and has held it in 6 quarters since.
Harbour Investments's United States Copper Index Fund position peaked at $51.2K in Q4 2025.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.