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Mutual Advisors’s United States Copper Index Fund CPER Stock Holding History

Mutual 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
2026
Q1 		– Sell
-26,851
Closed -$939K – 1342
2025
Q4 		$939K Buy
+26,851
New +$859K 0.02% 597
2025
Q3 		– Sell
-9,894
Closed -$355K – 1293
2025
Q2 		$355K Buy
+9,894
New +$294K 0.01% 927
2024
Q4 		– Sell
-45,462
Closed -$1.25M – 1088
2024
Q3 		$1.25M Buy
45,462
+37,037
+440% +$984K 0.04% 412
2024
Q2 		$216K Buy
+8,425
New +$237K 0.01% 1011

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mutual Advisors's CPER Position: Q1 2026 in Review

Mutual Advisors sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 26,851 shares — an estimated $939K sold.

Mutual Advisors first reported a position in CPER in Q2 2024 and held it in 4 quarters. The position peaked at $1.25M in Q3 2024. 131 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Mutual Advisors reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 26,851 United States Copper Index Fund shares in Q1 2026, an estimated $939K.
  • Mutual Advisors first reported a position in United States Copper Index Fund in Q2 2024 and held it in 4 quarters.
  • Mutual Advisors's United States Copper Index Fund position peaked at $1.25M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.