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Trust Company’s United States Copper Index Fund CPER Stock Holding History

Trust Company’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 		$1.13K Hold
30
– – ﹤0.01% 594
2026
Q1 		$1.03K Hold
30
– – ﹤0.01% 571
2025
Q4 		$1.05K Buy
+30
New +$960 ﹤0.01% 558

Other funds holding CPER

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Trust Company's CPER Position: Q2 2026 in Review

Trust Company held its United States Copper Index Fund (CPER) position steady in Q2 2026 at 30 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Trust Company first reported a position in CPER in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold CPER as of Q2 2026.

  • Trust Company held 30 shares of United States Copper Index Fund worth $1.13K as of Q2 2026.
  • Trust Company left its United States Copper Index Fund share count unchanged in Q2 2026.
  • United States Copper Index Fund made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #594 holding.
  • Trust Company first reported a position in United States Copper Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.