MATAURO
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MATAURO’s United States Copper Index Fund CPER Stock Holding History

MATAURO’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
2026
Q3 		$681K Sell
17,121
-13,899
-45% -$547K 0.08% 88
2026
Q2 		$1.17M Sell
31,020
-7,341
-19% -$277K 0.15% 77
2026
Q1 		$1.32M Sell
38,361
-2,595
-6% -$92.7K 0.19% 62
2025
Q4 		$1.43M Sell
40,956
-4,741
-10% -$152K 0.22% 67
2025
Q3 		$1.37M Buy
+45,697
New +$1.38M 0.22% 63

Other funds holding CPER

Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

MATAURO's CPER Position: Q3 2026 in Review

MATAURO reduced its United States Copper Index Fund (CPER) stake by 45% in Q3 2026, selling an estimated $547K and leaving 17,121 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #88.

MATAURO first reported a position in CPER in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 54 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • MATAURO held 17,121 shares of United States Copper Index Fund worth $681K as of Q3 2026.
  • MATAURO sold 13,899 United States Copper Index Fund shares in Q3 2026, an estimated $547K.
  • United States Copper Index Fund made up 0.08% of MATAURO's portfolio in Q3 2026, its #88 holding.
  • MATAURO first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 5 quarters since.
  • MATAURO's United States Copper Index Fund position peaked at $1.43M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.