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Park Square Financial Group’s United States Copper Index Fund CPER Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-85
Closed -$2.69K – 397
2025
Q2 		$2.69K Hold
85
– – ﹤0.01% 836
2025
Q1 		$2.69K Hold
85
– – ﹤0.01% 823
2024
Q4 		$2.14K Buy
+85
New +$2.27K ﹤0.01% 831

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Park Square Financial Group's CPER Position: Q3 2025 in Review

Park Square Financial Group sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 85 shares — an estimated $2.69K sold.

Park Square Financial Group first reported a position in CPER in Q4 2024 and held it in 3 quarters. The position peaked at $2.69K in Q2 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • Park Square Financial Group reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 85 United States Copper Index Fund shares in Q3 2025, an estimated $2.69K.
  • Park Square Financial Group first reported a position in United States Copper Index Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's United States Copper Index Fund position peaked at $2.69K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.