SJS Investment Consulting’s United States Copper Index Fund CPER Stock Holding History

SJS Investment Consulting’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 Q2	$8.56K	Hold	227	–	–	﹤0.01%	1146
2026 Q1	$7.82K	Hold	227	–	–	﹤0.01%	916
2025 Q4	$7.94K	Hold	227	–	–	﹤0.01%	839
2025 Q3	$6.81K	Hold	227	–	–	﹤0.01%	663
2025 Q2	$7.18K	Hold	227	–	–	﹤0.01%	369
2025 Q1	$7.17K	Hold	227	–	–	﹤0.01%	394
2024 Q4	$5.71K	Hold	227	–	–	﹤0.01%	414
2024 Q3	$6.44K	Buy	+227	New	+$6.03K	﹤0.01%	438

Other funds holding CPER

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIG

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SJS Investment Consulting's CPER Position: Q2 2026 in Review

SJS Investment Consulting held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 227 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

SJS Investment Consulting first reported a position in CPER in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

SJS Investment Consulting held 227 shares of United States Copper Index Fund worth $8.56K as of Q2 2026.
SJS Investment Consulting left its United States Copper Index Fund share count unchanged in Q2 2026.
United States Copper Index Fund made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1146 holding.
SJS Investment Consulting first reported a position in United States Copper Index Fund in Q3 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.