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Private Advisor Group’s United States Copper Index Fund CPER Stock Holding History

Private Advisor Group’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 		$395K Sell
11,466
-2,280
-17% -$81.5K ﹤0.01% 2015
2025
Q4 		$481K Buy
+13,746
New +$440K ﹤0.01% 1841
2020
Q3 		– Sell
-400
Closed -$7K – 1914
2020
Q2 		$7K Buy
+400
New +$6.12K ﹤0.01% 3069

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Private Advisor Group's CPER Position: Q1 2026 in Review

Private Advisor Group reduced its United States Copper Index Fund (CPER) stake by 17% in Q1 2026, selling an estimated $81.5K and leaving 11,466 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Private Advisor Group first reported a position in CPER in Q2 2020 and has held it in 3 quarters since. The position peaked at $481K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Private Advisor Group held 11,466 shares of United States Copper Index Fund worth $395K as of Q1 2026.
  • Private Advisor Group sold 2,280 United States Copper Index Fund shares in Q1 2026, an estimated $81.5K.
  • United States Copper Index Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2015 holding.
  • Private Advisor Group first reported a position in United States Copper Index Fund in Q2 2020 and has held it in 3 quarters since.
  • Private Advisor Group's United States Copper Index Fund position peaked at $481K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.