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BOLTON SECURITIES CORPORATION’s United States Copper Index Fund CPER Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.81M Sell
45,548
-1,351
-3% -$53.2K 0.07% 287
2026
Q2 		$1.77M Buy
46,899
+43,214
+1,173% +$1.63M 0.07% 308
2026
Q1 		$127K Buy
3,685
+2,857
+345% +$102K 0.01% 953
2025
Q4 		$28.9K Sell
828
-253
-23% -$8.09K ﹤0.01% 1337
2025
Q3 		$32.4K Buy
+1,081
New +$32.5K ﹤0.01% 1263

Other funds holding CPER

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CPER Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its United States Copper Index Fund (CPER) stake by 2.9% in Q3 2026, selling an estimated $53.2K and leaving 45,548 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #287.

BOLTON SECURITIES CORPORATION first reported a position in CPER in Q3 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold CPER as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 45,548 shares of United States Copper Index Fund worth $1.81M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 1,351 United States Copper Index Fund shares in Q3 2026, an estimated $53.2K.
  • United States Copper Index Fund made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #287 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in United States Copper Index Fund in Q3 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.