Highline Wealth Partners’s United States Copper Index Fund CPER Stock Holding History

Highline Wealth Partners’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	$5.97K	Hold	150	–	–	﹤0.01%	857
2026 Q2	$5.66K	Buy	150 +61	+69%	+$2.3K	﹤0.01%	828
2026 Q1	$3.06K	Sell	89 -361	-80%	-$12.9K	﹤0.01%	887
2025 Q4	$15.7K	Buy	450 +350	+350%	+$11.2K	﹤0.01%	305
2025 Q3	$3K	Sell	100 -700	-88%	-$21.1K	﹤0.01%	748
2025 Q2	$25.3K	Buy	+800	New	+$23.7K	0.01%	196

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

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

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Highline Wealth Partners's CPER Position: Q3 2026 in Review

Highline Wealth Partners held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 150 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Highline Wealth Partners first reported a position in CPER in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.3K in Q2 2025. 86 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Highline Wealth Partners held 150 shares of United States Copper Index Fund worth $5.97K as of Q3 2026.
Highline Wealth Partners left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #857 holding.
Highline Wealth Partners first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 6 quarters since.
Highline Wealth Partners's United States Copper Index Fund position peaked at $25.3K in Q2 2025.
86 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.