Ten Capital Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Ten Capital Wealth 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
2023 Q1	–	Sell	-72	Closed	-$1.66K	–	588
2022 Q4	$1.66K	Hold	72	–	–	﹤0.01%	449
2022 Q3	$1K	Hold	72	–	–	﹤0.01%	511
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	387
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	423
2021 Q4	$2K	Hold	72	–	–	﹤0.01%	415
2021 Q3	$2K	Buy	72 +12	+20%	+$316	﹤0.01%	361
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	411
2021 Q1	$1K	Buy	+60	New	+$1.43K	﹤0.01%	337

Other funds holding CPER

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's CPER Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of United States Copper Index Fund (CPER) in Q1 2023, closing a stake of 72 shares — an estimated $1.66K sold.

Ten Capital Wealth Advisors first reported a position in CPER in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 50 funds tracked by Wall St. Rank hold CPER as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining United States Copper Index Fund position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 72 United States Copper Index Fund shares in Q1 2023, an estimated $1.66K.
Ten Capital Wealth Advisors first reported a position in United States Copper Index Fund in Q1 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's United States Copper Index Fund position peaked at $2K in Q2 2022.
50 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.