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

Rise 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
2024
Q4 		– Sell
-50
Closed -$1.42K – 1136
2024
Q3 		$1.42K Sell
50
-50
-50% -$1.33K ﹤0.01% 1148
2024
Q2 		$2.72K Buy
+100
New +$2.81K ﹤0.01% 1107

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Rise Advisors's CPER Position: Q4 2024 in Review

Rise Advisors sold out of United States Copper Index Fund (CPER) in Q4 2024, closing a stake of 50 shares — an estimated $1.42K sold.

Rise Advisors first reported a position in CPER in Q2 2024 and held it in 2 quarters. The position peaked at $2.72K in Q2 2024. 60 funds tracked by Wall St. Rank hold CPER as of Q4 2024.

  • Rise Advisors reported no remaining United States Copper Index Fund position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 50 United States Copper Index Fund shares in Q4 2024, an estimated $1.42K.
  • Rise Advisors first reported a position in United States Copper Index Fund in Q2 2024 and held it in 2 quarters.
  • Rise Advisors's United States Copper Index Fund position peaked at $2.72K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.