U.S. Capital Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$1.33M	Buy	38,628 +29,554	+326%	+$1.06M	0.03%	438
2025 Q4	$317K	Buy	+9,074	New	+$290K	0.01%	787
2023 Q1	–	Sell	-4,000	Closed	-$92.4K	–	815
2022 Q4	$92.4K	Buy	+4,000	New	+$87.8K	﹤0.01%	747

Other funds holding CPER

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's CPER Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its United States Copper Index Fund (CPER) stake by 326% in Q1 2026, buying an estimated $1.06M and bringing the position to 38,628 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #438.

U.S. Capital Wealth Advisors first reported a position in CPER in Q4 2022 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

U.S. Capital Wealth Advisors held 38,628 shares of United States Copper Index Fund worth $1.33M as of Q1 2026.
U.S. Capital Wealth Advisors bought 29,554 United States Copper Index Fund shares in Q1 2026, an estimated $1.06M.
United States Copper Index Fund made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #438 holding.
U.S. Capital Wealth Advisors first reported a position in United States Copper Index Fund in Q4 2022 and has held it in 3 quarters since.
129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.