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Vermillion Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Vermillion 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
2025
Q3 		– Sell
-537
Closed -$17K – 1532
2025
Q2 		$17K Sell
537
-481
-47% -$14.3K 0.01% 282
2025
Q1 		$32.2K Hold
1,018
– – 0.01% 596
2024
Q4 		$25.6K Buy
+1,018
New +$27.2K 0.01% 236

Other funds holding CPER

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Vermillion Wealth Management's CPER Position: Q3 2025 in Review

Vermillion Wealth Management sold out of United States Copper Index Fund (CPER) in Q3 2025, closing a stake of 537 shares — an estimated $17K sold.

Vermillion Wealth Management first reported a position in CPER in Q4 2024 and held it in 3 quarters. The position peaked at $32.2K in Q1 2025. 78 funds tracked by Wall St. Rank hold CPER as of Q3 2025.

  • Vermillion Wealth Management reported no remaining United States Copper Index Fund position as of Q3 2025 after selling out during the quarter.
  • Vermillion Wealth Management sold 537 United States Copper Index Fund shares in Q3 2025, an estimated $17K.
  • Vermillion Wealth Management first reported a position in United States Copper Index Fund in Q4 2024 and held it in 3 quarters.
  • Vermillion Wealth Management's United States Copper Index Fund position peaked at $32.2K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2025.

Based on Vermillion Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.