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

Ironsides Asset 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
2024 Q4	–	Sell	-9,620	Closed	-$273K	–	70
2024 Q3	$273K	Sell	9,620 -6,114	-39%	-$162K	0.08%	63
2024 Q2	$428K	Buy	+15,734	New	+$442K	0.14%	42

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ironsides Asset Advisors's CPER Position: Q4 2024 in Review

Ironsides Asset Advisors sold out of United States Copper Index Fund (CPER) in Q4 2024, closing a stake of 9,620 shares — an estimated $273K sold.

Ironsides Asset Advisors first reported a position in CPER in Q2 2024 and held it in 2 quarters. The position peaked at $428K in Q2 2024. 60 funds tracked by Wall St. Rank hold CPER as of Q4 2024.

Ironsides Asset Advisors reported no remaining United States Copper Index Fund position as of Q4 2024 after selling out during the quarter.
Ironsides Asset Advisors sold 9,620 United States Copper Index Fund shares in Q4 2024, an estimated $273K.
Ironsides Asset Advisors first reported a position in United States Copper Index Fund in Q2 2024 and held it in 2 quarters.
Ironsides Asset Advisors's United States Copper Index Fund position peaked at $428K in Q2 2024.
60 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2024.

Based on Ironsides Asset Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.