Simplex Trading
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Simplex Trading’s United States Copper Index Fund CPER Stock Holding History

Simplex Trading’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 		$3.1M Buy
+90,046
New +$3.22M ﹤0.01% 1470
2025
Q4 		– Sell
-34,905
Closed -$1.05M – 8762
2025
Q3 		$1.05M Buy
+34,905
New +$1.05M ﹤0.01% 2994
2025
Q2 		– Sell
-10,387
Closed -$308K – 8783
2025
Q1 		$328K Buy
+10,387
New +$299K ﹤0.01% 3845
2024
Q4 		– Sell
-51,310
Closed -$1.37M – 8646
2024
Q3 		$1.45M Buy
+51,310
New +$1.36M ﹤0.01% 2559
2024
Q2 		– Sell
-29,356
Closed -$825K – 8919
2024
Q1 		$737K Buy
29,356
+7,293
+33% +$176K ﹤0.01% 3445
2023
Q4 		$532K Buy
22,063
+15,739
+249% +$364K ﹤0.01% 3631
2023
Q3 		$145K Sell
6,324
-4,841
-43% -$113K ﹤0.01% 4688
2023
Q2 		$259K Buy
11,165
+530
+5% +$12.5K ﹤0.01% 4005
2023
Q1 		$265K Sell
10,635
-17,423
-62% -$432K ﹤0.01% 3980
2022
Q4 		$647K Buy
28,058
+3,953
+16% +$86.8K ﹤0.01% 2913
2022
Q3 		$492K Buy
+24,105
New +$507K ﹤0.01% 3488
2021
Q4 		– Sell
-7,545
Closed -$202K – 10576
2021
Q3 		$196K Hold
7,545
– – ﹤0.01% 5615
2021
Q2 		$197K Buy
+7,545
New +$205K ﹤0.01% 5698
2021
Q1 		– Sell
-321
Closed -$7.66K – 8974
2020
Q4 		$0 Buy
+321
New +$6.5K ﹤0.01% 8418

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 $67.7B AUM 51.91% 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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Simplex Trading's CPER Position: Q1 2026 in Review

Simplex Trading opened a new position in United States Copper Index Fund (CPER) in Q1 2026: 90,046 shares worth $3.1M. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Simplex Trading previously reported a position in CPER as recently as Q3 2025.

Simplex Trading first reported a position in CPER in Q4 2020 and has held it in 14 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Simplex Trading held 90,046 shares of United States Copper Index Fund worth $3.1M as of Q1 2026.
  • United States Copper Index Fund was a new Simplex Trading position in Q1 2026.
  • United States Copper Index Fund made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1470 holding.
  • Simplex Trading first reported a position in United States Copper Index Fund in Q4 2020 and has held it in 14 quarters since.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.