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Tucker Asset Management’s United States Copper Index Fund CPER Stock Holding History

Tucker Asset 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
2025
Q1 		– Sell
-70
Closed -$1.76K – 426
2024
Q4 		$1.76K Hold
70
– – ﹤0.01% 1236
2024
Q3 		$1.99K Hold
70
– – ﹤0.01% 1174
2024
Q2 		$1.91K Buy
+70
New +$1.97K ﹤0.01% 1330
2023
Q2 		– Sell
-1,075
Closed -$26.8K – 1194
2023
Q1 		$26.8K Buy
+1,075
New +$26.7K 0.01% 359

Other funds holding CPER

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Tucker Asset Management's CPER Position: Q1 2025 in Review

Tucker Asset Management sold out of United States Copper Index Fund (CPER) in Q1 2025, closing a stake of 70 shares — an estimated $1.76K sold.

Tucker Asset Management first reported a position in CPER in Q1 2023 and held it in 4 quarters. The position peaked at $26.8K in Q1 2023. 66 funds tracked by Wall St. Rank hold CPER as of Q1 2025.

  • Tucker Asset Management reported no remaining United States Copper Index Fund position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 70 United States Copper Index Fund shares in Q1 2025, an estimated $1.76K.
  • Tucker Asset Management first reported a position in United States Copper Index Fund in Q1 2023 and held it in 4 quarters.
  • Tucker Asset Management's United States Copper Index Fund position peaked at $26.8K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.