Itau Unibanco Holding S.A.’s United States Copper Index Fund CPER Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q1	–	Sell	-1,546	Closed	-$35.8K	–	524
2022 Q4	$35.8K	Buy	+1,546	New	+$33.9K	﹤0.01%	357
2022 Q2	–	Sell	-646	Closed	-$19K	–	500
2022 Q1	$19K	Buy	+646	New	+$17.9K	﹤0.01%	383

Other funds holding CPER

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s CPER Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of United States Copper Index Fund (CPER) in Q1 2023, closing a stake of 1,546 shares — an estimated $35.8K sold.

Itau Unibanco Holding S.A. first reported a position in CPER in Q1 2022 and held it in 2 quarters. The position peaked at $35.8K in Q4 2022. 50 funds tracked by Wall St. Rank hold CPER as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining United States Copper Index Fund position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,546 United States Copper Index Fund shares in Q1 2023, an estimated $35.8K.
Itau Unibanco Holding S.A. first reported a position in United States Copper Index Fund in Q1 2022 and held it in 2 quarters.
Itau Unibanco Holding S.A.'s United States Copper Index Fund position peaked at $35.8K in Q4 2022.
50 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.