Ignite Planners’s United States Copper Index Fund CPER Stock Holding History

Ignite Planners’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	$720K	Buy	18,091 +7,312	+68%	+$288K	0.09%	222
2026 Q2	$407K	Buy	10,779 +636	+6%	+$24K	0.06%	290
2026 Q1	$349K	Buy	10,143 +523	+5%	+$18.7K	0.05%	297
2025 Q4	$350K	Sell	9,620 -5,049	-34%	-$162K	0.05%	306
2025 Q3	$440K	Buy	14,669 +783	+6%	+$23.6K	0.07%	239
2025 Q2	$481K	Buy	13,886 +633	+5%	+$18.8K	0.08%	226
2025 Q1	$382K	Buy	13,253 +2,124	+19%	+$61.2K	0.07%	238
2024 Q4	$284K	Buy	11,129 +1,560	+16%	+$41.7K	0.06%	243
2024 Q3	$271K	Buy	+9,569	New	+$254K	0.06%	251

Other funds holding CPER

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

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

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

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

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

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ignite Planners's CPER Position: Q3 2026 in Review

Ignite Planners increased its United States Copper Index Fund (CPER) stake by 68% in Q3 2026, buying an estimated $288K and bringing the position to 18,091 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #222.

Ignite Planners first reported a position in CPER in Q3 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Ignite Planners held 18,091 shares of United States Copper Index Fund worth $720K as of Q3 2026.
Ignite Planners bought 7,312 United States Copper Index Fund shares in Q3 2026, an estimated $288K.
United States Copper Index Fund made up 0.09% of Ignite Planners's portfolio in Q3 2026, its #222 holding.
Ignite Planners first reported a position in United States Copper Index Fund in Q3 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.