Tyler-Stone Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Tyler-Stone Wealth 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
2024 Q2	–	Sell	-204	Closed	-$5.12K	–	988
2024 Q1	$5.12K	Hold	204	–	–	﹤0.01%	752
2023 Q4	$4.92K	Hold	204	–	–	﹤0.01%	730
2023 Q3	$5K	Hold	204	–	–	﹤0.01%	702
2023 Q2	$5K	Buy	+204	New	+$4.82K	﹤0.01%	693

Other funds holding CPER

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tyler-Stone Wealth Management's CPER Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of United States Copper Index Fund (CPER) in Q2 2024, closing a stake of 204 shares — an estimated $5.12K sold.

Tyler-Stone Wealth Management first reported a position in CPER in Q2 2023 and held it in 4 quarters. The position peaked at $5.12K in Q1 2024. 63 funds tracked by Wall St. Rank hold CPER as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining United States Copper Index Fund position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 204 United States Copper Index Fund shares in Q2 2024, an estimated $5.12K.
Tyler-Stone Wealth Management first reported a position in United States Copper Index Fund in Q2 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's United States Copper Index Fund position peaked at $5.12K in Q1 2024.
63 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.