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Sage Investment Advisers’s United States Copper Index Fund CPER Stock Holding History

Sage Investment Advisers’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
Q3 		$669K Buy
23,600
+5,000
+27% +$133K 0.7% 37
2024
Q2 		$506K Buy
+18,600
New +$523K 0.57% 39

Other funds holding CPER

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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 $38B AUM 39.14% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sage Investment Advisers's CPER Position: Q3 2024 in Review

Sage Investment Advisers increased its United States Copper Index Fund (CPER) stake by 27% in Q3 2024, buying an estimated $133K and bringing the position to 23,600 shares worth $669K. The position accounts for 0.7% of the portfolio, ranked #37.

Sage Investment Advisers first reported a position in CPER in Q2 2024 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold CPER as of Q3 2024.

  • Sage Investment Advisers held 23,600 shares of United States Copper Index Fund worth $669K as of Q3 2024.
  • Sage Investment Advisers bought 5,000 United States Copper Index Fund shares in Q3 2024, an estimated $133K.
  • United States Copper Index Fund made up 0.7% of Sage Investment Advisers's portfolio in Q3 2024, its #37 holding.
  • Sage Investment Advisers first reported a position in United States Copper Index Fund in Q2 2024 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.