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Tidemark’s United States Copper Index Fund CPER Stock Holding History

Tidemark’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 		$60.7K Hold
1,764
– – 0.02% 246
2025
Q4 		$61.7K Hold
1,764
– – 0.02% 221
2025
Q3 		$52.9K Hold
1,764
– – 0.02% 239
2025
Q2 		$55.8K Hold
1,764
– – 0.02% 227
2025
Q1 		$55.7K Hold
1,764
– – 0.02% 229
2024
Q4 		$44.4K Hold
1,764
– – 0.02% 251
2024
Q3 		$50K Hold
1,764
– – 0.02% 232
2024
Q2 		$48K Hold
1,764
– – 0.02% 217
2024
Q1 		$44.3K Hold
1,764
– – 0.02% 245
2023
Q4 		$42.6K Buy
+1,764
New +$40.8K 0.03% 243

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Tidemark's CPER Position: Q1 2026 in Review

Tidemark held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 1,764 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #246.

Tidemark first reported a position in CPER in Q4 2023 and has held it in 10 quarters since. The position peaked at $61.7K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Tidemark held 1,764 shares of United States Copper Index Fund worth $60.7K as of Q1 2026.
  • Tidemark left its United States Copper Index Fund share count unchanged in Q1 2026.
  • United States Copper Index Fund made up 0.02% of Tidemark's portfolio in Q1 2026, its #246 holding.
  • Tidemark first reported a position in United States Copper Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's United States Copper Index Fund position peaked at $61.7K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.