SignatureFD’s United States Copper Index Fund CPER Stock Holding History

SignatureFD’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 Q3	$39.8K	Hold	1,000	–	–	﹤0.01%	2083
2026 Q2	$37.7K	Hold	1,000	–	–	﹤0.01%	2034
2026 Q1	$34.4K	Buy	+1,000	New	+$35.7K	﹤0.01%	1933
2023 Q4	–	Sell	-5	Closed	-$115	–	3156
2023 Q3	$115	Sell	5 -6,325	-100%	-$148K	﹤0.01%	3138
2023 Q2	$147K	Buy	+6,330	New	+$150K	﹤0.01%	869
2022 Q2	–	Sell	-7,700	Closed	-$221K	–	3145
2022 Q1	$221K	Hold	7,700	–	–	0.01%	682
2021 Q4	$210K	Hold	7,700	–	–	0.01%	697
2021 Q3	$193K	Hold	7,700	–	–	0.01%	704
2021 Q2	$202K	Hold	7,700	–	–	0.01%	669
2021 Q1	$190K	Buy	+7,700	New	+$184K	0.01%	613

Other funds holding CPER

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD's CPER Position: Q3 2026 in Review

SignatureFD held its United States Copper Index Fund (CPER) position steady in Q3 2026 at 1,000 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

SignatureFD first reported a position in CPER in Q1 2021 and has held it in 10 quarters since. The position peaked at $221K in Q1 2022. 43 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

SignatureFD held 1,000 shares of United States Copper Index Fund worth $39.8K as of Q3 2026.
SignatureFD left its United States Copper Index Fund share count unchanged in Q3 2026.
United States Copper Index Fund made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2083 holding.
SignatureFD first reported a position in United States Copper Index Fund in Q1 2021 and has held it in 10 quarters since.
SignatureFD's United States Copper Index Fund position peaked at $221K in Q1 2022.
43 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.