MFG
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Merit Financial Group’s United States Copper Index Fund CPER Stock Holding History

Merit Financial Group’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
Q2 		$254K Buy
6,731
+145
+2% +$5.46K ﹤0.01% 1934
2026
Q1 		$227K Sell
6,586
-184
-3% -$6.58K ﹤0.01% 1839
2025
Q4 		$237K Buy
+6,770
New +$217K ﹤0.01% 1719
2025
Q2 		– Sell
-6,571
Closed -$208K – 1712
2025
Q1 		$208K Buy
+6,571
New +$189K ﹤0.01% 1284

Other funds holding CPER

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Merit Financial Group's CPER Position: Q2 2026 in Review

Merit Financial Group increased its United States Copper Index Fund (CPER) stake by 2.2% in Q2 2026, buying an estimated $5.46K and bringing the position to 6,731 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Merit Financial Group first reported a position in CPER in Q1 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Merit Financial Group held 6,731 shares of United States Copper Index Fund worth $254K as of Q2 2026.
  • Merit Financial Group bought 145 United States Copper Index Fund shares in Q2 2026, an estimated $5.46K.
  • United States Copper Index Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1934 holding.
  • Merit Financial Group first reported a position in United States Copper Index Fund in Q1 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.