HighTower Advisors
CPER icon

HighTower Advisors’s United States Copper Index Fund CPER Stock Holding History

HighTower Advisors’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 		$1.94M Buy
56,285
+7,666
+16% +$274K ﹤0.01% 1729
2025
Q4 		$1.7M Buy
48,619
+34,144
+236% +$1.09M ﹤0.01% 1762
2025
Q3 		$434K Buy
14,475
+5,879
+68% +$177K ﹤0.01% 2726
2025
Q2 		$272K Sell
8,596
-2,895
-25% -$85.9K ﹤0.01% 3016
2025
Q1 		$363K Buy
+11,491
New +$331K ﹤0.01% 2711
2024
Q4 		– Sell
-13,583
Closed -$384K – 3854
2024
Q3 		$384K Sell
13,583
-7,383
-35% -$196K ﹤0.01% 2617
2024
Q2 		$568K Buy
20,966
+10,939
+109% +$308K ﹤0.01% 2225
2024
Q1 		$251K Buy
+10,027
New +$241K ﹤0.01% 2819

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return