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 $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial's CPER Position: Q2 2026 in Review

LPL Financial reduced its United States Copper Index Fund (CPER) stake by 6.7% in Q2 2026, selling an estimated $700K and leaving 256,887 shares worth $9.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

LPL Financial first reported a position in CPER in Q4 2020 and has held it in 23 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • LPL Financial held 256,887 shares of United States Copper Index Fund worth $9.69M as of Q2 2026.
  • LPL Financial sold 18,579 United States Copper Index Fund shares in Q2 2026, an estimated $700K.
  • United States Copper Index Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2178 holding.
  • LPL Financial first reported a position in United States Copper Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.