HWP
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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
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

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

Highline Wealth Partners's CPER Position: Q2 2026 in Review

Highline Wealth Partners increased its United States Copper Index Fund (CPER) stake by 69% in Q2 2026, buying an estimated $2.3K and bringing the position to 150 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Highline Wealth Partners first reported a position in CPER in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.3K in Q2 2025. 16 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Highline Wealth Partners held 150 shares of United States Copper Index Fund worth $5.66K as of Q2 2026.
  • Highline Wealth Partners bought 61 United States Copper Index Fund shares in Q2 2026, an estimated $2.3K.
  • United States Copper Index Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #828 holding.
  • Highline Wealth Partners first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's United States Copper Index Fund position peaked at $25.3K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.