WESPAC Advisors
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WESPAC Advisors’s United States Copper Index Fund CPER Stock Holding History

WESPAC 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
2024
Q3 		– Sell
-22,271
Closed -$606K – 152
2024
Q2 		$606K Buy
+22,271
New +$626K 0.47% 74
2022
Q1 		– Sell
-13,471
Closed -$367K – 107
2021
Q4 		$367K Sell
13,471
-10,492
-44% -$281K 0.25% 119
2021
Q3 		$600K Buy
23,963
+14,306
+148% +$377K 0.37% 95
2021
Q2 		$253K Buy
+9,657
New +$262K 0.48% 83

Other funds holding CPER

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Knollwood Investment Advisory
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TCFG Wealth Management
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WESPAC Advisors's CPER Position: Q3 2024 in Review

WESPAC Advisors sold out of United States Copper Index Fund (CPER) in Q3 2024, closing a stake of 22,271 shares — an estimated $606K sold.

WESPAC Advisors first reported a position in CPER in Q2 2021 and held it in 4 quarters. The position peaked at $606K in Q2 2024. 61 funds tracked by Wall St. Rank hold CPER as of Q3 2024.

  • WESPAC Advisors reported no remaining United States Copper Index Fund position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 22,271 United States Copper Index Fund shares in Q3 2024, an estimated $606K.
  • WESPAC Advisors first reported a position in United States Copper Index Fund in Q2 2021 and held it in 4 quarters.
  • WESPAC Advisors's United States Copper Index Fund position peaked at $606K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.