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 Q2	$13K	Hold	350	–	–	﹤0.01%	361
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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ogorek Anthony Joseph's CPER Position: Q2 2026 in Review

Ogorek Anthony Joseph held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 350 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Ogorek Anthony Joseph first reported a position in CPER in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Ogorek Anthony Joseph held 350 shares of United States Copper Index Fund worth $13K as of Q2 2026.
Ogorek Anthony Joseph left its United States Copper Index Fund share count unchanged in Q2 2026.
United States Copper Index Fund made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #361 holding.
Ogorek Anthony Joseph first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.