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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Kestra Advisory Services's CPER Position: Q1 2026 in Review

Kestra Advisory Services increased its United States Copper Index Fund (CPER) stake by 74% in Q1 2026, buying an estimated $370K and bringing the position to 24,420 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Kestra Advisory Services first reported a position in CPER in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Kestra Advisory Services held 24,420 shares of United States Copper Index Fund worth $841K as of Q1 2026.
  • Kestra Advisory Services bought 10,346 United States Copper Index Fund shares in Q1 2026, an estimated $370K.
  • United States Copper Index Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1851 holding.
  • Kestra Advisory Services first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.