Moors & Cabot’s United States Copper Index Fund CPER Stock Holding History

Moors & Cabot’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	$289K	Buy	+7,648	New	+$288K	0.01%	773

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Moors & Cabot's CPER Position: Q2 2026 in Review

Moors & Cabot opened a new position in United States Copper Index Fund (CPER) in Q2 2026: 7,648 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings.

145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Moors & Cabot held 7,648 shares of United States Copper Index Fund worth $289K as of Q2 2026.
United States Copper Index Fund was a new Moors & Cabot position in Q2 2026.
United States Copper Index Fund made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #773 holding.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.