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

IFS 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	$7.55K	Hold	200	–	–	﹤0.01%	135
2026 Q1	$6.89K	Hold	200	–	–	﹤0.01%	136
2025 Q4	$6.99K	Hold	200	–	–	﹤0.01%	116
2025 Q3	$6K	Hold	200	–	–	﹤0.01%	116
2025 Q2	$6.33K	Hold	200	–	–	﹤0.01%	105
2025 Q1	$6.32K	Hold	200	–	–	0.01%	118
2024 Q4	$5.03K	Hold	200	–	–	﹤0.01%	114
2024 Q3	$5.67K	Hold	200	–	–	﹤0.01%	90
2024 Q2	$5.44K	Hold	200	–	–	﹤0.01%	87
2024 Q1	$5.02K	Hold	200	–	–	﹤0.01%	88
2023 Q4	$4.83K	Hold	200	–	–	0.01%	87
2023 Q3	$4.6K	Hold	200	–	–	0.01%	83
2023 Q2	$4.64K	Hold	200	–	–	0.01%	82
2023 Q1	$4.99K	Buy	+200	New	+$4.96K	0.02%	65

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

IFS Advisors's CPER Position: Q2 2026 in Review

IFS Advisors held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 200 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

IFS Advisors first reported a position in CPER in Q1 2023 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

IFS Advisors held 200 shares of United States Copper Index Fund worth $7.55K as of Q2 2026.
IFS Advisors left its United States Copper Index Fund share count unchanged in Q2 2026.
United States Copper Index Fund made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #135 holding.
IFS Advisors first reported a position in United States Copper Index Fund in Q1 2023 and has held it in 14 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.