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 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

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

Perigon Wealth Management's CPER Position: Q2 2026 in Review

Perigon Wealth Management reduced its United States Copper Index Fund (CPER) stake by 11% in Q2 2026, selling an estimated $108K and leaving 24,108 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #629.

Perigon Wealth Management first reported a position in CPER in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2024. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Perigon Wealth Management held 24,108 shares of United States Copper Index Fund worth $910K as of Q2 2026.
Perigon Wealth Management sold 2,878 United States Copper Index Fund shares in Q2 2026, an estimated $108K.
United States Copper Index Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #629 holding.
Perigon Wealth Management first reported a position in United States Copper Index Fund in Q1 2024 and has held it in 5 quarters since.
Perigon Wealth Management's United States Copper Index Fund position peaked at $1.34M in Q2 2024.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.