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

Hoey 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 Q2	$956K	Sell	25,350 -2,600	-9%	-$98K	0.12%	48
2026 Q1	$962K	Buy	27,950 +12,900	+86%	+$461K	0.14%	40
2025 Q4	$526K	Buy	15,050 +6,700	+80%	+$214K	0.07%	54
2025 Q3	$251K	Buy	8,350 +3,200	+62%	+$96.3K	0.03%	82
2025 Q2	$163K	Hold	5,150	–	–	0.02%	89
2025 Q1	$163K	Hold	5,150	–	–	0.03%	86
2024 Q4	$130K	Sell	5,150 -3,400	-40%	-$90.9K	0.02%	88
2024 Q3	$233K	Hold	8,550	–	–	0.04%	81
2024 Q2	$233K	Buy	8,550 +7,550	+755%	+$212K	0.04%	81
2024 Q1	$25.1K	Sell	1,000 -1,000	-50%	-$24.1K	0.01%	159
2023 Q4	$48.3K	Hold	2,000	–	–	0.01%	126
2023 Q3	$46K	Buy	+2,000	New	+$46.9K	0.02%	129

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

Hoey Investments's CPER Position: Q2 2026 in Review

Hoey Investments reduced its United States Copper Index Fund (CPER) stake by 9.3% in Q2 2026, selling an estimated $98K and leaving 25,350 shares worth $956K. The position accounts for 0.12% of the portfolio, ranked #48.

Hoey Investments first reported a position in CPER in Q3 2023 and has held it in 12 quarters since. The position peaked at $962K in Q1 2026. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Hoey Investments held 25,350 shares of United States Copper Index Fund worth $956K as of Q2 2026.
Hoey Investments sold 2,600 United States Copper Index Fund shares in Q2 2026, an estimated $98K.
United States Copper Index Fund made up 0.12% of Hoey Investments's portfolio in Q2 2026, its #48 holding.
Hoey Investments first reported a position in United States Copper Index Fund in Q3 2023 and has held it in 12 quarters since.
Hoey Investments's United States Copper Index Fund position peaked at $962K in Q1 2026.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.