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

Nadler 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
2022 Q4	–	Sell	-33,907	Closed	-$693K	–	113
2022 Q3	$693K	Buy	33,907 +5	+0%	+$105	0.13%	50
2022 Q2	$753K	Hold	33,902	–	–	0.14%	48
2022 Q1	$973K	Sell	33,902 -40	-0.1%	-$1.11K	0.15%	46
2021 Q4	$924K	Sell	33,942 -2,335	-6%	-$62.5K	0.14%	51
2021 Q3	$909K	Buy	36,277 +5,570	+18%	+$147K	0.15%	52
2021 Q2	$805K	Buy	30,707 +22,467	+273%	+$610K	0.13%	55
2021 Q1	$203K	Buy	+8,240	New	+$197K	0.04%	124

Other funds holding CPER

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Nadler Financial Group's CPER Position: Q4 2022 in Review

Nadler Financial Group sold out of United States Copper Index Fund (CPER) in Q4 2022, closing a stake of 33,907 shares — an estimated $693K sold.

Nadler Financial Group first reported a position in CPER in Q1 2021 and held it in 7 quarters. The position peaked at $973K in Q1 2022. 53 funds tracked by Wall St. Rank hold CPER as of Q4 2022.

Nadler Financial Group reported no remaining United States Copper Index Fund position as of Q4 2022 after selling out during the quarter.
Nadler Financial Group sold 33,907 United States Copper Index Fund shares in Q4 2022, an estimated $693K.
Nadler Financial Group first reported a position in United States Copper Index Fund in Q1 2021 and held it in 7 quarters.
Nadler Financial Group's United States Copper Index Fund position peaked at $973K in Q1 2022.
53 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2022.

Based on Nadler Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.