WR Wealth Planners’s United States Copper Index Fund CPER Stock Holding History

WR Wealth Planners’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 Q4	$31.8K	Sell	1,264 -1,314	-51%	-$35.1K	0.01%	380
2024 Q3	$73.1K	Buy	2,578 +260	+11%	+$6.91K	0.02%	291
2024 Q2	$63.1K	Sell	2,318 -662	-22%	-$18.6K	0.02%	300
2024 Q1	$74.9K	Sell	2,980 -69,834	-96%	-$1.68M	0.02%	287
2023 Q4	$1.76M	Sell	72,814 -9,391	-11%	-$217K	0.65%	30
2023 Q3	$1.89M	Buy	82,205 +6,365	+8%	+$149K	0.72%	28
2023 Q2	$1.76M	Buy	75,840 +2,041	+3%	+$48.2K	0.68%	30
2023 Q1	$1.84M	Buy	73,799 +73,782	+434,012%	+$1.83M	0.8%	26
2022 Q4	$393	Buy	17 +5	+42%	+$110	﹤0.01%	454
2022 Q3	$245	Hold	12	–	–	﹤0.01%	475
2022 Q2	$267	Hold	12	–	–	﹤0.01%	494
2022 Q1	$345	Buy	+12	New	+$333	﹤0.01%	488

Other funds holding CPER

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WR Wealth Planners's CPER Position: Q4 2024 in Review

WR Wealth Planners reduced its United States Copper Index Fund (CPER) stake by 51% in Q4 2024, selling an estimated $35.1K and leaving 1,264 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #380.

WR Wealth Planners first reported a position in CPER in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.89M in Q3 2023. 60 funds tracked by Wall St. Rank hold CPER as of Q4 2024.

WR Wealth Planners held 1,264 shares of United States Copper Index Fund worth $31.8K as of Q4 2024.
WR Wealth Planners sold 1,314 United States Copper Index Fund shares in Q4 2024, an estimated $35.1K.
United States Copper Index Fund made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #380 holding.
WR Wealth Planners first reported a position in United States Copper Index Fund in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's United States Copper Index Fund position peaked at $1.89M in Q3 2023.
60 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.