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

NewEdge 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 		$4.3K Buy
125
+75
+150% +$2.68K ﹤0.01% 3635
2025
Q4 		$1.75K Buy
+50
New +$1.6K ﹤0.01% 3908

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

NewEdge Advisors's CPER Position: Q1 2026 in Review

NewEdge Advisors increased its United States Copper Index Fund (CPER) stake by 150% in Q1 2026, buying an estimated $2.68K and bringing the position to 125 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

NewEdge Advisors first reported a position in CPER in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • NewEdge Advisors held 125 shares of United States Copper Index Fund worth $4.3K as of Q1 2026.
  • NewEdge Advisors bought 75 United States Copper Index Fund shares in Q1 2026, an estimated $2.68K.
  • United States Copper Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3635 holding.
  • NewEdge Advisors first reported a position in United States Copper Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.