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TCFG Investment Advisors’s United States Copper Index Fund CPER Stock Holding History

TCFG Investment Advisors’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
Q2 		$206K Buy
+5,464
New +$206K 0.07% 281

Other funds holding CPER

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TCFG Investment Advisors's CPER Position: Q2 2026 in Review

TCFG Investment Advisors opened a new position in United States Copper Index Fund (CPER) in Q2 2026: 5,464 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #281 among its holdings.

13 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • TCFG Investment Advisors held 5,464 shares of United States Copper Index Fund worth $206K as of Q2 2026.
  • United States Copper Index Fund was a new TCFG Investment Advisors position in Q2 2026.
  • United States Copper Index Fund made up 0.07% of TCFG Investment Advisors's portfolio in Q2 2026, its #281 holding.
  • 13 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.