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Stonebridge Financial Group (Pennsylvania)’s United States Copper Index Fund CPER Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-178
Closed -$5.63K – 373
2025
Q1 		$5.63K Hold
178
– – ﹤0.01% 689
2024
Q4 		$4.48K Buy
+178
New +$4.76K ﹤0.01% 697

Other funds holding CPER

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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CPER Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of United States Copper Index Fund (CPER) in Q2 2025, closing a stake of 178 shares — an estimated $5.63K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CPER in Q4 2024 and held it in 2 quarters. The position peaked at $5.63K in Q1 2025. 77 funds tracked by Wall St. Rank hold CPER as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining United States Copper Index Fund position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 178 United States Copper Index Fund shares in Q2 2025, an estimated $5.63K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in United States Copper Index Fund in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s United States Copper Index Fund position peaked at $5.63K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.