Steward Partners Investment Advisory
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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
Q2 		$3.1M Buy
82,092
+5,769
+8% +$217K 0.02% 743
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 $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 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

Steward Partners Investment Advisory's CPER Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its United States Copper Index Fund (CPER) stake by 7.6% in Q2 2026, buying an estimated $217K and bringing the position to 82,092 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #743.

Steward Partners Investment Advisory first reported a position in CPER in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Steward Partners Investment Advisory held 82,092 shares of United States Copper Index Fund worth $3.1M as of Q2 2026.
  • Steward Partners Investment Advisory bought 5,769 United States Copper Index Fund shares in Q2 2026, an estimated $217K.
  • United States Copper Index Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #743 holding.
  • Steward Partners Investment Advisory first reported a position in United States Copper Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.