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Steward Partners Investment Advisory’s United States Copper Index Fund CPER Stock Holding History

Steward Partners Investment Advisory’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 		$2.63M Buy
76,323
+75,798
+14,438% +$2.71M 0.01% 753
2025
Q4 		$18.4K Buy
+525
New +$16.8K ﹤0.01% 3176

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Steward Partners Investment Advisory's CPER Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its United States Copper Index Fund (CPER) stake by 14,438% in Q1 2026, buying an estimated $2.71M and bringing the position to 76,323 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #753.

Steward Partners Investment Advisory first reported a position in CPER in Q4 2025 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Steward Partners Investment Advisory held 76,323 shares of United States Copper Index Fund worth $2.63M as of Q1 2026.
  • Steward Partners Investment Advisory bought 75,798 United States Copper Index Fund shares in Q1 2026, an estimated $2.71M.
  • United States Copper Index Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #753 holding.
  • Steward Partners Investment Advisory first reported a position in United States Copper Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.