EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CPER holding history

United States Commodity Index Funds Trust in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPER overview All 13F holders of CPER Full Q2 2026 holdings

Shares (Q2 2026): 700
Value: $26.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of CPER by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	700	$26.4K	<0.1%	−2−0.3%	Reduced	Holders
Q1 2026	702	$24.2K	<0.1%	+702	New	Holders
Q1 2022	0	$0	0.0%	−116−100.0%	Sold out	Holders
Q4 2021	116	$3.00K	<0.1%	–	No prior filing	Holders