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Pettinga Financial Advisors’s United States Copper Index Fund CPER Stock Holding History

Pettinga Financial 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
Q2 		$619K Hold
16,407
– – 0.1% 94
2026
Q1 		$565K Sell
16,407
-500
-3% -$17.9K 0.11% 96
2025
Q4 		$591K Buy
16,907
+1,650
+11% +$52.8K 0.11% 90
2025
Q3 		$458K Buy
15,257
+1,020
+7% +$30.7K 0.09% 95
2025
Q2 		$450K Buy
14,237
+150
+1% +$4.45K 0.1% 91
2025
Q1 		$445K Sell
14,087
-12,750
-48% -$367K 0.1% 84
2024
Q4 		$675K Hold
26,837
– – 0.15% 68
2024
Q3 		$761K Hold
26,837
– – 0.18% 60
2024
Q2 		$730K Sell
26,837
-575
-2% -$16.2K 0.18% 63
2024
Q1 		$689K Buy
27,412
+202
+0.7% +$4.86K 0.18% 67
2023
Q4 		$657K Sell
27,210
-346
-1% -$8K 0.18% 67
2023
Q3 		$634K Sell
27,556
-172
-0.6% -$4.03K 0.19% 55
2023
Q2 		$643K Sell
27,728
-4,476
-14% -$106K 0.19% 52
2023
Q1 		$803K Sell
32,204
-21,271
-40% -$527K 0.25% 46
2022
Q4 		$1.23M Buy
53,475
+17,271
+48% +$379K 0.4% 42
2022
Q3 		$740K Buy
36,204
+9,339
+35% +$197K 0.25% 51
2022
Q2 		$597K Hold
26,865
– – 0.18% 62
2022
Q1 		$771K Sell
26,865
-425
-2% -$11.8K 0.19% 62
2021
Q4 		$743K Buy
27,290
+10,505
+63% +$281K 0.18% 68
2021
Q3 		$420K Buy
16,785
+1,135
+7% +$29.9K 0.11% 74
2021
Q2 		$410K Buy
+15,650
New +$425K 0.11% 71

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pettinga Financial Advisors's CPER Position: Q2 2026 in Review

Pettinga Financial Advisors held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 16,407 shares worth $619K. The position accounts for 0.1% of the portfolio, ranked #94.

Pettinga Financial Advisors first reported a position in CPER in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.23M in Q4 2022. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Pettinga Financial Advisors held 16,407 shares of United States Copper Index Fund worth $619K as of Q2 2026.
  • Pettinga Financial Advisors left its United States Copper Index Fund share count unchanged in Q2 2026.
  • United States Copper Index Fund made up 0.1% of Pettinga Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Pettinga Financial Advisors first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 21 quarters since.
  • Pettinga Financial Advisors's United States Copper Index Fund position peaked at $1.23M in Q4 2022.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.