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

Park Edge 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
Q3 		$2.88M Sell
72,410
-4,298
-6% -$169K 0.61% 27
2026
Q2 		$2.89M Buy
+76,708
New +$2.89M 0.61% 33

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Park Edge Advisors's CPER Position: Q3 2026 in Review

Park Edge Advisors reduced its United States Copper Index Fund (CPER) stake by 5.6% in Q3 2026, selling an estimated $169K and leaving 72,410 shares worth $2.88M. The position accounts for 0.61% of the portfolio, ranked #27.

Park Edge Advisors first reported a position in CPER in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.89M in Q2 2026. 70 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Park Edge Advisors held 72,410 shares of United States Copper Index Fund worth $2.88M as of Q3 2026.
  • Park Edge Advisors sold 4,298 United States Copper Index Fund shares in Q3 2026, an estimated $169K.
  • United States Copper Index Fund made up 0.61% of Park Edge Advisors's portfolio in Q3 2026, its #27 holding.
  • Park Edge Advisors first reported a position in United States Copper Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Park Edge Advisors's United States Copper Index Fund position peaked at $2.89M in Q2 2026.
  • 70 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.