Lido Advisors
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Lido Advisors’s United States Copper Index Fund CPER Stock Holding History

Lido Advisors’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
2024
Q1 		– Sell
-4,900
Closed -$118K – 1403
2023
Q4 		$118K Hold
4,900
– – ﹤0.01% 1281
2023
Q3 		$113K Sell
4,900
-2,000
-29% -$46.9K ﹤0.01% 1133
2023
Q2 		$160K Sell
6,900
-2,600
-27% -$61.4K ﹤0.01% 1123
2023
Q1 		$237K Sell
9,500
-11,600
-55% -$288K ﹤0.01% 948
2022
Q4 		$487K Sell
21,100
-2,900
-12% -$63.7K 0.01% 598
2022
Q3 		$490K Sell
24,000
-100
-0.4% -$2.1K 0.01% 556
2022
Q2 		$535K Buy
+24,100
New +$632K 0.01% 520

Other funds holding CPER

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors's CPER Position: Q1 2024 in Review

Lido Advisors sold out of United States Copper Index Fund (CPER) in Q1 2024, closing a stake of 6,800 shares — an estimated $164K sold.

Lido Advisors first reported a position in CPER in Q4 2021 and held it in 8 quarters. The position peaked at $722K in Q2 2022. 50 funds tracked by Wall St. Rank hold CPER as of Q1 2024.

  • Lido Advisors reported no remaining United States Copper Index Fund position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 6,800 United States Copper Index Fund shares in Q1 2024, an estimated $164K.
  • Lido Advisors first reported a position in United States Copper Index Fund in Q4 2021 and held it in 8 quarters.
  • Lido Advisors's United States Copper Index Fund position peaked at $722K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.