PAS
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Park Avenue Securities’s United States Copper Index Fund CPER Stock Holding History

Park Avenue Securities’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 		$202K Buy
+5,345
New +$201K ﹤0.01% 1719
2021
Q3 		– Sell
-10,252
Closed -$269K – 1040
2021
Q2 		$269K Buy
+10,252
New +$278K 0.01% 882

Other funds holding CPER

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Park Avenue Securities's CPER Position: Q2 2026 in Review

Park Avenue Securities opened a new position in United States Copper Index Fund (CPER) in Q2 2026: 5,345 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in CPER as recently as Q2 2021.

Park Avenue Securities first reported a position in CPER in Q2 2021 and has held it in 2 quarters since. The position peaked at $269K in Q2 2021. 20 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Park Avenue Securities held 5,345 shares of United States Copper Index Fund worth $202K as of Q2 2026.
  • United States Copper Index Fund was a new Park Avenue Securities position in Q2 2026.
  • United States Copper Index Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1719 holding.
  • Park Avenue Securities first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 2 quarters since.
  • Park Avenue Securities's United States Copper Index Fund position peaked at $269K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.