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tru Independence’s United States Copper Index Fund CPER Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-1,300
Closed -$28.3K – 372
2020
Q4 		$28.3K Buy
+1,300
New +$26.3K 0.05% 131

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

tru Independence's CPER Position: Q1 2021 in Review

tru Independence sold out of United States Copper Index Fund (CPER) in Q1 2021, closing a stake of 1,300 shares — an estimated $28.3K sold.

tru Independence first reported a position in CPER in Q4 2020 and held it in 1 quarter. The position peaked at $28.3K in Q4 2020. 39 funds tracked by Wall St. Rank hold CPER as of Q1 2021.

  • tru Independence reported no remaining United States Copper Index Fund position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 1,300 United States Copper Index Fund shares in Q1 2021, an estimated $28.3K.
  • tru Independence first reported a position in United States Copper Index Fund in Q4 2020 and held it in 1 quarter.
  • tru Independence's United States Copper Index Fund position peaked at $28.3K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.