Stifel Financial
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Stifel Financial’s United States Copper Index Fund CPER Stock Holding History

Stifel Financial’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 		$1.17M Buy
34,070
+656
+2% +$23.4K ﹤0.01% 2348
2025
Q4 		$1.17M Buy
33,414
+8,270
+33% +$265K ﹤0.01% 2334
2025
Q3 		$754K Buy
25,144
+11,600
+86% +$349K ﹤0.01% 2563
2025
Q2 		$429K Buy
13,544
+275
+2% +$8.16K ﹤0.01% 2862
2025
Q1 		$419K Sell
13,269
-30,519
-70% -$880K ﹤0.01% 2803
2024
Q4 		$1.1M Buy
43,788
+15,247
+53% +$408K ﹤0.01% 2191
2024
Q3 		$809K Buy
28,541
+16,170
+131% +$430K ﹤0.01% 2369
2024
Q2 		$337K Sell
12,371
-1,118
-8% -$31.4K ﹤0.01% 2853
2024
Q1 		$339K Buy
13,489
+1,923
+17% +$46.3K ﹤0.01% 2840
2023
Q4 		$279K Sell
11,566
-7,750
-40% -$179K ﹤0.01% 2889
2023
Q3 		$445K Sell
19,316
-31,541
-62% -$739K ﹤0.01% 2558
2023
Q2 		$1.18M Sell
50,857
-5,329
-9% -$126K ﹤0.01% 1979
2023
Q1 		$1.4M Sell
56,186
-3,791
-6% -$94K ﹤0.01% 1803
2022
Q4 		$1.38M Sell
59,977
-5,164
-8% -$113K ﹤0.01% 1775
2022
Q3 		$1.33M Buy
65,141
+11,060
+20% +$233K ﹤0.01% 1757
2022
Q2 		$1.2M Buy
54,081
+4,585
+9% +$120K ﹤0.01% 1863
2022
Q1 		$1.42M Buy
49,496
+559
+1% +$15.5K ﹤0.01% 1878
2021
Q4 		$1.33M Sell
48,937
-9,628
-16% -$258K ﹤0.01% 1908
2021
Q3 		$1.47M Sell
58,565
-29,138
-33% -$767K ﹤0.01% 1791
2021
Q2 		$2.3M Buy
87,703
+24,359
+38% +$662K ﹤0.01% 1509
2021
Q1 		$1.56M Buy
+63,344
New +$1.51M ﹤0.01% 1672

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

Stifel Financial's CPER Position: Q1 2026 in Review

Stifel Financial increased its United States Copper Index Fund (CPER) stake by 2% in Q1 2026, buying an estimated $23.4K and bringing the position to 34,070 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

Stifel Financial first reported a position in CPER in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.3M in Q2 2021. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Stifel Financial held 34,070 shares of United States Copper Index Fund worth $1.17M as of Q1 2026.
  • Stifel Financial bought 656 United States Copper Index Fund shares in Q1 2026, an estimated $23.4K.
  • United States Copper Index Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2348 holding.
  • Stifel Financial first reported a position in United States Copper Index Fund in Q1 2021 and has held it in 21 quarters since.
  • Stifel Financial's United States Copper Index Fund position peaked at $2.3M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.