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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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $570B 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 $149B AUM 62.07% 1-Year Est. Return

Hoey Investments's CPER Position: Q1 2026 in Review

Hoey Investments increased its United States Copper Index Fund (CPER) stake by 86% in Q1 2026, buying an estimated $461K and bringing the position to 27,950 shares worth $962K. The position accounts for 0.14% of the portfolio, ranked #40.

Hoey Investments first reported a position in CPER in Q3 2023 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Hoey Investments held 27,950 shares of United States Copper Index Fund worth $962K as of Q1 2026.
  • Hoey Investments bought 12,900 United States Copper Index Fund shares in Q1 2026, an estimated $461K.
  • United States Copper Index Fund made up 0.14% of Hoey Investments's portfolio in Q1 2026, its #40 holding.
  • Hoey Investments first reported a position in United States Copper Index Fund in Q3 2023 and has held it in 11 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.