Rialto Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Rialto 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	$2.64K	Sell	70 -16	-19%	-$603	﹤0.01%	1013
2026 Q1	$2.96K	Sell	86 -152	-64%	-$5.43K	﹤0.01%	732
2025 Q4	$8.32K	Hold	238	–	–	﹤0.01%	466
2025 Q3	$7.14K	Hold	238	–	–	﹤0.01%	457
2025 Q2	$7.53K	Hold	238	–	–	﹤0.01%	446
2025 Q1	$7.52K	Hold	238	–	–	﹤0.01%	426
2024 Q4	$5.99K	Buy	+238	New	+$6.37K	﹤0.01%	448

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

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

Rialto Wealth Management reduced its United States Copper Index Fund (CPER) stake by 19% in Q2 2026, selling an estimated $603 and leaving 70 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Rialto Wealth Management first reported a position in CPER in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.32K in Q4 2025. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Rialto Wealth Management held 70 shares of United States Copper Index Fund worth $2.64K as of Q2 2026.
Rialto Wealth Management sold 16 United States Copper Index Fund shares in Q2 2026, an estimated $603.
United States Copper Index Fund made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1013 holding.
Rialto Wealth Management first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's United States Copper Index Fund position peaked at $8.32K in Q4 2025.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.