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 Q3	$7.96K	Hold	200	–	–	﹤0.01%	327
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

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

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

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

IFS Advisors's CPER Position: Q3 2026 in Review

IFS Advisors held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 200 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

IFS Advisors first reported a position in CPER in Q1 2023 and has held it in 15 quarters since. 29 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

IFS Advisors held 200 shares of United States Copper Index Fund worth $7.96K as of Q3 2026.
IFS Advisors left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #327 holding.
IFS Advisors first reported a position in United States Copper Index Fund in Q1 2023 and has held it in 15 quarters since.
29 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.