Purchases and Sales Made in Q2 2025 in United States Copper Index Fun (CPER)
This table provides information about the institutional ownership of United States Copper Index Fun (CPER) during Q2 2025. The information is specifically focused on institutions that hold shares of UNITED STATES COPPER INDEX FUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
43.5KNew |
$1.12M - $1.38M
|
43.5K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
35.8KNew |
$921K - $1.14M
|
35.8K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 19.14% |
$654K - $805K
|
158K
$4.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 67.31% |
$540K - $666K
|
52.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$514K - $634K
|
20K
$563K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 102.83% |
$396K - $488K
|
30.4K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
14.8KNew |
$381K - $470K
|
14.8K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 57.86% |
$376K - $464K
|
39.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$285K - $351K
|
11.1K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 118.43% |
$284K - $350K
|
20.4K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.6K+ 34.97% |
$274K - $337K
|
41.1K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.89KNew |
$254K - $314K
|
9.89K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9K+ 48.23% |
$231K - $285K
|
27.7K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.02KNew |
$181K - $222K
|
7.02K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 24.48% |
$155K - $191K
|
30.7K
$863K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93K+ 44.52% |
$153K - $188K
|
19.3K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5K+ 252.53% |
$129K - $159K
|
6.98K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.37K+ 4.16% |
$112K - $138K
|
109K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.51KNew |
$90.3K - $111K
|
3.51K
$98.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 2.69% |
$76.2K - $93.9K
|
113K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2KNew |
$51.4K - $63.4K
|
2K
$56.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.81KNew |
$46.4K - $57.2K
|
1.81K
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.77K+ 24.05% |
$45.5K - $56.1K
|
9.12K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46KNew |
$37.7K - $46.4K
|
1.46K
$41.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.41KNew |
$36.4K - $44.8K
|
1.41K
$39.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.32K+ 8.71% |
$34K - $41.9K
|
16.5K
$465K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$25.7K - $31.7K
|
1K
$28.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
800New |
$20.6K - $25.4K
|
800
$22.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
800+ 400.0% |
$20.6K - $25.4K
|
1K
$28.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
633+ 4.78% |
$16.3K - $20.1K
|
13.9K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
627New |
$16.1K - $19.9K
|
627
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
600New |
$15.4K - $19K
|
600
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
275+ 2.07% |
$7.07K - $8.72K
|
13.5K
$381K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
264+ 2.09% |
$6.79K - $8.37K
|
12.9K
$363K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
150+ 1.06% |
$3.86K - $4.76K
|
14.2K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
48New |
$1.23K - $1.52K
|
48
$1.35K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$1.03K - $1.27K
|
40
$1.13K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
37New |
$952 - $1.17K
|
37
$1.04K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$25.7 - $31.7
|
1
$28.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-45- 0.41% |
$1.16K - $1.43K
|
10.9K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-95- 0.35% |
$2.44K - $3.01K
|
27.2K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-481- 47.25% |
$12.4K - $15.2K
|
537
$15.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 12.38% |
$44.5K - $54.8K
|
12.2K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 25.19% |
$74.5K - $91.8K
|
8.6K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-6.6K- 17.87% |
$170K - $209K
|
30.3K
$853K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.3K- 14.16% |
$213K - $263K
|
50.3K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.6K- 58.62% |
$272K - $336K
|
7.47K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 47.85% |
$353K - $436K
|
15K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-21K- 64.42% |
$540K - $666K
|
11.6K
$326K
|