Kestra Advisory Services’s United States Copper Index Fund CPER Stock Holding History

Kestra Advisory Services’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	$386K	Buy	9,715 +896	+10%	+$35.3K	﹤0.01%	2731
2026 Q2	$333K	Sell	8,819 -15,601	-64%	-$588K	﹤0.01%	2667
2026 Q1	$841K	Buy	24,420 +10,346	+74%	+$370K	﹤0.01%	1851
2025 Q4	$492K	Buy	14,074 +960	+7%	+$30.7K	﹤0.01%	2156
2025 Q3	$393K	Buy	13,114 +2,052	+19%	+$61.8K	﹤0.01%	2232
2025 Q2	$350K	Buy	+11,062	New	+$328K	﹤0.01%	2238

Other funds holding CPER

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Kestra Advisory Services's CPER Position: Q3 2026 in Review

Kestra Advisory Services increased its United States Copper Index Fund (CPER) stake by 10% in Q3 2026, buying an estimated $35.3K and bringing the position to 9,715 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Kestra Advisory Services first reported a position in CPER in Q2 2025 and has held it in 6 quarters since. The position peaked at $841K in Q1 2026. 75 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Kestra Advisory Services held 9,715 shares of United States Copper Index Fund worth $386K as of Q3 2026.
Kestra Advisory Services bought 896 United States Copper Index Fund shares in Q3 2026, an estimated $35.3K.
United States Copper Index Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2731 holding.
Kestra Advisory Services first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 6 quarters since.
Kestra Advisory Services's United States Copper Index Fund position peaked at $841K in Q1 2026.
75 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.