TCFG Wealth Management’s United States Copper Index Fund CPER Stock Holding History

TCFG Wealth Management’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 Q1	–	Sell	-48,029	Closed	-$1.68M	–	279
2025 Q4	$1.68M	Buy	48,029 +2,085	+5%	+$66.7K	0.66%	35
2025 Q3	$1.38M	Buy	45,944 +4,878	+12%	+$147K	0.54%	44
2025 Q2	$1.3M	Buy	41,066 +10,640	+35%	+$316K	0.59%	35
2025 Q1	$961K	Sell	30,426 -3,550	-10%	-$102K	0.48%	57
2024 Q4	$855K	Sell	33,976 -6,314	-16%	-$169K	0.43%	70
2024 Q3	$1.14M	Buy	+40,290	New	+$1.07M	0.57%	45

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

TCFG Wealth Management's CPER Position: Q1 2026 in Review

TCFG Wealth Management sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 48,029 shares — an estimated $1.68M sold.

TCFG Wealth Management first reported a position in CPER in Q3 2024 and held it in 6 quarters. The position peaked at $1.68M in Q4 2025. 130 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

TCFG Wealth Management reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
TCFG Wealth Management sold 48,029 United States Copper Index Fund shares in Q1 2026, an estimated $1.68M.
TCFG Wealth Management first reported a position in United States Copper Index Fund in Q3 2024 and held it in 6 quarters.
TCFG Wealth Management's United States Copper Index Fund position peaked at $1.68M in Q4 2025.
130 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.