Perigon Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Perigon Wealth Management’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	$959K	Hold	24,108	–	–	0.01%	620
2026 Q2	$910K	Sell	24,108 -2,878	-11%	-$108K	0.01%	629
2026 Q1	$929K	Sell	26,986 -375	-1%	-$13.4K	0.02%	559
2025 Q4	$957K	Buy	+27,361	New	+$875K	0.02%	569
2024 Q3	–	Sell	-49,082	Closed	-$1.34M	–	1001
2024 Q2	$1.34M	Buy	49,082 +14,642	+43%	+$412K	0.04%	313
2024 Q1	$865K	Buy	+34,440	New	+$829K	0.03%	406

Other funds holding CPER

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Perigon Wealth Management's CPER Position: Q3 2026 in Review

Perigon Wealth Management held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 24,108 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #620.

Perigon Wealth Management first reported a position in CPER in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2024. 28 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

Perigon Wealth Management held 24,108 shares of United States Copper Index Fund worth $959K as of Q3 2026.
Perigon Wealth Management left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #620 holding.
Perigon Wealth Management first reported a position in United States Copper Index Fund in Q1 2024 and has held it in 6 quarters since.
Perigon Wealth Management's United States Copper Index Fund position peaked at $1.34M in Q2 2024.
28 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.