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Summit Wealth & Retirement Planning’s United States Copper Index Fund CPER Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-8,623
Closed -$215K – 63
2023
Q1 		$215K Buy
+8,623
New +$214K 0.08% 100

Other funds holding CPER

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth & Retirement Planning's CPER Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of United States Copper Index Fund (CPER) in Q2 2023, closing a stake of 8,623 shares — an estimated $215K sold.

Summit Wealth & Retirement Planning first reported a position in CPER in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 47 funds tracked by Wall St. Rank hold CPER as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining United States Copper Index Fund position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 8,623 United States Copper Index Fund shares in Q2 2023, an estimated $215K.
  • Summit Wealth & Retirement Planning first reported a position in United States Copper Index Fund in Q1 2023 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's United States Copper Index Fund position peaked at $215K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.