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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
Q3 		– Sell
-16,407
Closed -$619K – 162
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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Pettinga Financial Advisors's CPER Position: Q3 2026 in Review

Pettinga Financial Advisors sold out of United States Copper Index Fund (CPER) in Q3 2026, closing a stake of 16,407 shares — an estimated $619K sold.

Pettinga Financial Advisors first reported a position in CPER in Q2 2021 and held it in 21 quarters. The position peaked at $1.23M in Q4 2022. 11 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Pettinga Financial Advisors reported no remaining United States Copper Index Fund position as of Q3 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 16,407 United States Copper Index Fund shares in Q3 2026, an estimated $619K.
  • Pettinga Financial Advisors first reported a position in United States Copper Index Fund in Q2 2021 and held it in 21 quarters.
  • Pettinga Financial Advisors's United States Copper Index Fund position peaked at $1.23M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.