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

Tradewinds Capital 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 Q2	$2.26K	Hold	60	–	–	﹤0.01%	552
2026 Q1	$2.07K	Hold	60	–	–	﹤0.01%	554
2025 Q4	$2.1K	Hold	60	–	–	﹤0.01%	526
2025 Q3	$1.8K	Hold	60	–	–	﹤0.01%	529
2025 Q2	$1.9K	Hold	60	–	–	﹤0.01%	481
2025 Q1	$1.9K	Hold	60	–	–	﹤0.01%	485
2024 Q4	$1.51K	Hold	60	–	–	﹤0.01%	511
2024 Q3	$1.7K	Hold	60	–	–	﹤0.01%	482
2024 Q2	$1.63K	Hold	60	–	–	﹤0.01%	459
2024 Q1	$1.51K	Buy	+60	New	+$1.44K	﹤0.01%	436
2021 Q3	–	Sell	-71	Closed	-$2K	–	759
2021 Q2	$2K	Buy	+71	New	+$1.93K	﹤0.01%	659

Other funds holding CPER

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradewinds Capital Management's CPER Position: Q2 2026 in Review

Tradewinds Capital Management held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 60 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Tradewinds Capital Management first reported a position in CPER in Q2 2021 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

Tradewinds Capital Management held 60 shares of United States Copper Index Fund worth $2.26K as of Q2 2026.
Tradewinds Capital Management left its United States Copper Index Fund share count unchanged in Q2 2026.
United States Copper Index Fund made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #552 holding.
Tradewinds Capital Management first reported a position in United States Copper Index Fund in Q2 2021 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.