Rockefeller Capital Management’s United States Copper Index Fund CPER Stock Holding History

Rockefeller Capital 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	$8.21M	Buy	238,338 +231,243	+3,259%	+$8.26M	0.01%	747
2025 Q4	$248K	Buy	7,095 +1,039	+17%	+$33.2K	﹤0.01%	2251
2025 Q3	$182K	Buy	+6,056	New	+$182K	﹤0.01%	2280
2022 Q4	–	Sell	-108	Closed	-$2K	–	3893
2022 Q3	$2K	Hold	108	–	–	﹤0.01%	3567
2022 Q2	$2K	Hold	108	–	–	﹤0.01%	3760
2022 Q1	$3K	Buy	+108	New	+$3K	﹤0.01%	3485
2021 Q4	–	Sell	-150	Closed	-$3K	–	3796
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	3321
2021 Q2	$3K	Buy	+150	New	+$4.07K	﹤0.01%	3145

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Rockefeller Capital Management's CPER Position: Q1 2026 in Review

Rockefeller Capital Management increased its United States Copper Index Fund (CPER) stake by 3,259% in Q1 2026, buying an estimated $8.26M and bringing the position to 238,338 shares worth $8.21M. The position accounts for 0.01% of the portfolio, ranked #747.

Rockefeller Capital Management first reported a position in CPER in Q2 2021 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

Rockefeller Capital Management held 238,338 shares of United States Copper Index Fund worth $8.21M as of Q1 2026.
Rockefeller Capital Management bought 231,243 United States Copper Index Fund shares in Q1 2026, an estimated $8.26M.
United States Copper Index Fund made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #747 holding.
Rockefeller Capital Management first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

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