Strategic Blueprint
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Strategic Blueprint’s United States Copper Index Fund CPER Stock Holding History

Strategic Blueprint’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
Q3 		$2.6M Sell
65,344
-2,243
-3% -$88.3K 0.13% 169
2026
Q2 		$2.55M Sell
67,587
-3,815
-5% -$144K 0.13% 169
2026
Q1 		$2.46M Buy
71,402
+7,795
+12% +$279K 0.14% 157
2025
Q4 		$2.22M Buy
63,607
+1,639
+3% +$52.4K 0.13% 158
2025
Q3 		$1.86M Buy
+61,968
New +$1.87M 0.08% 215

Other funds holding CPER

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Strategic Blueprint's CPER Position: Q3 2026 in Review

Strategic Blueprint reduced its United States Copper Index Fund (CPER) stake by 3.3% in Q3 2026, selling an estimated $88.3K and leaving 65,344 shares worth $2.6M. The position accounts for 0.13% of the portfolio, ranked #169.

Strategic Blueprint first reported a position in CPER in Q3 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • Strategic Blueprint held 65,344 shares of United States Copper Index Fund worth $2.6M as of Q3 2026.
  • Strategic Blueprint sold 2,243 United States Copper Index Fund shares in Q3 2026, an estimated $88.3K.
  • United States Copper Index Fund made up 0.13% of Strategic Blueprint's portfolio in Q3 2026, its #169 holding.
  • Strategic Blueprint first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.