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Kestra Investment Management’s United States Copper Index Fund CPER Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-1,805
Closed -$57.1K – 546
2025
Q2 		$57.1K Buy
+1,805
New +$53.5K ﹤0.01% 547

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Kestra Investment Management's CPER Position: Q3 2025 in Review

Kestra Investment Management sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 1,805 shares — an estimated $57.1K sold.

Kestra Investment Management first reported a position in CPER in Q2 2025 and held it in 1 quarter. The position peaked at $57.1K in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • Kestra Investment Management reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,805 United States Copper Index Fund shares in Q3 2025, an estimated $57.1K.
  • Kestra Investment Management first reported a position in United States Copper Index Fund in Q2 2025 and held it in 1 quarter.
  • Kestra Investment Management's United States Copper Index Fund position peaked at $57.1K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.