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Sound Income Strategies’s United States Copper Index Fund CPER Stock Holding History

Sound Income Strategies’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 		– Sell
-2,372
Closed -$81.5K – 863
2026
Q1 		$81.5K Buy
2,372
+43
+2% +$1.54K ﹤0.01% 671
2025
Q4 		$83.7K Buy
+2,329
New +$74.5K ﹤0.01% 627

Other funds holding CPER

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Sound Income Strategies's CPER Position: Q2 2026 in Review

Sound Income Strategies sold out of United States Copper Index Fund (CPER) in Q2 2026, closing a stake of 2,372 shares — an estimated $81.5K sold.

Sound Income Strategies first reported a position in CPER in Q4 2025 and held it in 2 quarters. The position peaked at $83.7K in Q4 2025. 120 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Sound Income Strategies reported no remaining United States Copper Index Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,372 United States Copper Index Fund shares in Q2 2026, an estimated $81.5K.
  • Sound Income Strategies first reported a position in United States Copper Index Fund in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's United States Copper Index Fund position peaked at $83.7K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.