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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
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% 3674
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

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IFP Advisors's CPER Position: Q2 2026 in Review

IFP Advisors opened a new position in United States Copper Index Fund (CPER) in Q2 2026: 1,426 shares worth $53.8K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CPER as recently as Q1 2023.

IFP Advisors first reported a position in CPER in Q4 2015 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • IFP Advisors held 1,426 shares of United States Copper Index Fund worth $53.8K as of Q2 2026.
  • United States Copper Index Fund was a new IFP Advisors position in Q2 2026.
  • United States Copper Index Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2357 holding.
  • IFP Advisors first reported a position in United States Copper Index Fund in Q4 2015 and has held it in 10 quarters since.
  • 20 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.