Ironwood Financial’s United States Copper Index Fund CPER Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-396	Closed	-$10K	–	195
2021 Q3	$10K	Hold	396	–	–	﹤0.01%	363
2021 Q2	$10K	Hold	396	–	–	﹤0.01%	359
2021 Q1	$10K	Hold	396	–	–	﹤0.01%	335
2020 Q4	$9K	Hold	396	–	–	﹤0.01%	327
2020 Q3	$7K	Hold	396	–	–	﹤0.01%	286
2020 Q2	$7K	Hold	396	–	–	﹤0.01%	274
2020 Q1	$5K	Hold	396	–	–	﹤0.01%	265
2019 Q4	$7K	Hold	396	–	–	﹤0.01%	286
2019 Q3	$6K	Hold	396	–	–	﹤0.01%	303
2019 Q2	$7K	Hold	396	–	–	﹤0.01%	289
2019 Q1	$7K	Hold	396	–	–	﹤0.01%	282
2018 Q4	$7K	Hold	396	–	–	﹤0.01%	269
2018 Q3	$7K	Hold	396	–	–	﹤0.01%	279
2018 Q2	$7K	Hold	396	–	–	﹤0.01%	205
2018 Q1	$8K	Hold	396	–	–	0.01%	177
2017 Q4	$8K	Hold	396	–	–	﹤0.01%	185
2017 Q3	$8K	Hold	396	–	–	﹤0.01%	186
2017 Q2	$7K	Hold	396	–	–	﹤0.01%	188
2017 Q1	$7K	Hold	396	–	–	﹤0.01%	186
2016 Q4	$6K	Hold	396	–	–	﹤0.01%	190
2016 Q3	$6K	Buy	+396	New	+$5.66K	﹤0.01%	193

Other funds holding CPER

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BWM

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

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

TWC

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

Ironwood Financial's CPER Position: Q4 2021 in Review

Ironwood Financial sold out of United States Copper Index Fund (CPER) in Q4 2021, closing a stake of 396 shares — an estimated $10K sold.

Ironwood Financial first reported a position in CPER in Q3 2016 and held it in 21 quarters. The position peaked at $10K in Q3 2021. 57 funds tracked by Wall St. Rank hold CPER as of Q4 2021.

Ironwood Financial reported no remaining United States Copper Index Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 396 United States Copper Index Fund shares in Q4 2021, an estimated $10K.
Ironwood Financial first reported a position in United States Copper Index Fund in Q3 2016 and held it in 21 quarters.
Ironwood Financial's United States Copper Index Fund position peaked at $10K in Q3 2021.
57 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.