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 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 $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Perigon Wealth Management's CPER Position: Q1 2026 in Review

Perigon Wealth Management reduced its United States Copper Index Fund (CPER) stake by 1.4% in Q1 2026, selling an estimated $13.4K and leaving 26,986 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #559.

Perigon Wealth Management first reported a position in CPER in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2024. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Perigon Wealth Management held 26,986 shares of United States Copper Index Fund worth $929K as of Q1 2026.
Perigon Wealth Management sold 375 United States Copper Index Fund shares in Q1 2026, an estimated $13.4K.
United States Copper Index Fund made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #559 holding.
Perigon Wealth Management first reported a position in United States Copper Index Fund in Q1 2024 and has held it in 4 quarters since.
Perigon Wealth Management's United States Copper Index Fund position peaked at $1.34M in Q2 2024.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.