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Lindbrook Capital’s United States Copper Index Fund CPER Stock Holding History

Lindbrook Capital’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
Q1 		$4.94K Buy
+156
New +$4.5K ﹤0.01% 1957

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Lindbrook Capital's CPER Position: Q1 2025 in Review

Lindbrook Capital opened a new position in United States Copper Index Fund (CPER) in Q1 2025: 156 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings.

66 funds tracked by Wall St. Rank hold CPER as of Q1 2025.

  • Lindbrook Capital held 156 shares of United States Copper Index Fund worth $4.94K as of Q1 2025.
  • United States Copper Index Fund was a new Lindbrook Capital position in Q1 2025.
  • United States Copper Index Fund made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1957 holding.
  • 66 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.