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 Q2	$2.43M	Buy	64,335 +8,050	+14%	+$303K	﹤0.01%	1649
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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors's CPER Position: Q2 2026 in Review

HighTower Advisors increased its United States Copper Index Fund (CPER) stake by 14% in Q2 2026, buying an estimated $303K and bringing the position to 64,335 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

HighTower Advisors first reported a position in CPER in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

HighTower Advisors held 64,335 shares of United States Copper Index Fund worth $2.43M as of Q2 2026.
HighTower Advisors bought 8,050 United States Copper Index Fund shares in Q2 2026, an estimated $303K.
United States Copper Index Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1649 holding.
HighTower Advisors first reported a position in United States Copper Index Fund in Q1 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.