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

IFP 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 Q3	$56.7K	Hold	1,426	–	–	﹤0.01%	2319
2026 Q2	$53.8K	Buy	+1,426	New	+$53.7K	﹤0.01%	2357
2023 Q2	–	Sell	-142	Closed	-$2.79K	–	3463
2023 Q1	$2.79K	Sell	142 -60	-30%	-$1.49K	﹤0.01%	2788
2022 Q4	$6K	Buy	+202	New	+$4.43K	﹤0.01%	3673
2017 Q4	–	Sell	-200	Closed	-$4K	–	3840
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	3487
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	3590
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	3498
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	3494
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	3435
2016 Q2	$3K	Buy	+200	New	+$2.83K	﹤0.01%	3328
2016 Q1	–	Sell	-200	Closed	-$3K	–	2548
2015 Q4	$3K	Buy	+200	New	+$2.9K	﹤0.01%	3163

Other funds holding CPER

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

IFP Advisors's CPER Position: Q3 2026 in Review

IFP Advisors held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 1,426 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

IFP Advisors first reported a position in CPER in Q4 2015 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

IFP Advisors held 1,426 shares of United States Copper Index Fund worth $56.7K as of Q3 2026.
IFP Advisors left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2319 holding.
IFP Advisors first reported a position in United States Copper Index Fund in Q4 2015 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.