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StoneX Group’s United States Copper Index Fund CPER Stock Holding History

StoneX Group’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
2023
Q1 		– Sell
-11,032
Closed -$255K – 487
2022
Q4 		$255K Buy
+11,032
New +$242K 0.04% 346

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneX Group's CPER Position: Q1 2023 in Review

StoneX Group sold out of United States Copper Index Fund (CPER) in Q1 2023, closing a stake of 11,032 shares — an estimated $255K sold.

StoneX Group first reported a position in CPER in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 50 funds tracked by Wall St. Rank hold CPER as of Q1 2023.

  • StoneX Group reported no remaining United States Copper Index Fund position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 11,032 United States Copper Index Fund shares in Q1 2023, an estimated $255K.
  • StoneX Group first reported a position in United States Copper Index Fund in Q4 2022 and held it in 1 quarter.
  • StoneX Group's United States Copper Index Fund position peaked at $255K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.