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Swan Capital’s United States Copper Index Fund CPER Stock Holding History

Swan Capital’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
-50
Closed -$1.58K – 486
2025
Q1 		$1.58K Buy
+50
New +$1.44K ﹤0.01% 253

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Swan Capital's CPER Position: Q2 2025 in Review

Swan Capital sold out of United States Copper Index Fund (CPER) in Q2 2025, closing a stake of 50 shares — an estimated $1.58K sold.

Swan Capital first reported a position in CPER in Q1 2025 and held it in 1 quarter. The position peaked at $1.58K in Q1 2025. 77 funds tracked by Wall St. Rank hold CPER as of Q2 2025.

  • Swan Capital reported no remaining United States Copper Index Fund position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 50 United States Copper Index Fund shares in Q2 2025, an estimated $1.58K.
  • Swan Capital first reported a position in United States Copper Index Fund in Q1 2025 and held it in 1 quarter.
  • Swan Capital's United States Copper Index Fund position peaked at $1.58K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.