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Ogorek Anthony Joseph’s United States Copper Index Fund CPER Stock Holding History

Ogorek Anthony Joseph’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 		$12K Hold
350
– – ﹤0.01% 362
2025
Q4 		$12K Hold
350
– – ﹤0.01% 347
2025
Q3 		$10K Hold
350
– – ﹤0.01% 388
2025
Q2 		$11K Hold
350
– – ﹤0.01% 359
2025
Q1 		$11K Hold
350
– – ﹤0.01% 346
2024
Q4 		$8K Buy
+350
New +$9.36K ﹤0.01% 234

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

Ogorek Anthony Joseph's CPER Position: Q1 2026 in Review

Ogorek Anthony Joseph held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 350 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Ogorek Anthony Joseph first reported a position in CPER in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Ogorek Anthony Joseph held 350 shares of United States Copper Index Fund worth $12K as of Q1 2026.
  • Ogorek Anthony Joseph left its United States Copper Index Fund share count unchanged in Q1 2026.
  • United States Copper Index Fund made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #362 holding.
  • Ogorek Anthony Joseph first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.