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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
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
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

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

Rialto Wealth Management reduced its United States Copper Index Fund (CPER) stake by 64% in Q1 2026, selling an estimated $5.43K and leaving 86 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Rialto Wealth Management first reported a position in CPER in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.32K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Rialto Wealth Management held 86 shares of United States Copper Index Fund worth $2.96K as of Q1 2026.
  • Rialto Wealth Management sold 152 United States Copper Index Fund shares in Q1 2026, an estimated $5.43K.
  • United States Copper Index Fund made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #732 holding.
  • Rialto Wealth Management first reported a position in United States Copper Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's United States Copper Index Fund position peaked at $8.32K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.