LPL Financial
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LPL Financial’s United States Copper Index Fund CPER Stock Holding History

LPL Financial’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
Q4 		– Sell
-7,000
Closed -$210K – 5909
2025
Q3 		$210K Hold
7,000
– – ﹤0.01% 5312
2025
Q2 		$221K Buy
+7,000
New +$208K ﹤0.01% 5010

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

LPL Financial's CPER Position: Q1 2026 in Review

LPL Financial increased its United States Copper Index Fund (CPER) stake by 5.3% in Q1 2026, buying an estimated $499K and bringing the position to 275,466 shares worth $9.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

LPL Financial first reported a position in CPER in Q4 2020 and has held it in 22 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • LPL Financial held 275,466 shares of United States Copper Index Fund worth $9.48M as of Q1 2026.
  • LPL Financial bought 13,960 United States Copper Index Fund shares in Q1 2026, an estimated $499K.
  • United States Copper Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2043 holding.
  • LPL Financial first reported a position in United States Copper Index Fund in Q4 2020 and has held it in 22 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.