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Mount Yale Investment Advisors’s United States Copper Index Fund CPER Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-48
Closed -$1.52K – 857
2025
Q2 		$1.52K Buy
+48
New +$1.42K ﹤0.01% 1361

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Mount Yale Investment Advisors's CPER Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 48 shares — an estimated $1.52K sold.

Mount Yale Investment Advisors first reported a position in CPER in Q2 2025 and held it in 1 quarter. The position peaked at $1.52K in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 48 United States Copper Index Fund shares in Q3 2025, an estimated $1.52K.
  • Mount Yale Investment Advisors first reported a position in United States Copper Index Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's United States Copper Index Fund position peaked at $1.52K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.