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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

CPER holding history

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

CPER overviewAll 13F holders of CPERFull Q2 2026 holdings

Shares (Q2 2026)
10,800
Value
$407.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of CPER by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,800$407.0K0.1%00.0%UnchangedHolders
Q1 202610,800$371.8K0.1%00.0%UnchangedHolders
Q4 202510,800$377.6K0.1%00.0%UnchangedHolders
Q3 202510,800$324.0K0.1%00.0%UnchangedHolders
Q2 202510,800$341.7K0.1%00.0%UnchangedHolders
Q1 202510,800$341.3K0.1%00.0%UnchangedHolders
Q4 202410,800$271.7K0.1%00.0%UnchangedHolders
Q3 202410,800$306.2K0.1%00.0%UnchangedHolders
Q2 202410,800$293.9K0.1%00.0%UnchangedHolders
Q1 202410,800$271.3K0.1%00.0%UnchangedHolders
Q4 202310,800$260.7K0.1%00.0%UnchangedHolders
Q3 202310,800$248.6K0.1%00.0%UnchangedHolders
Q2 202310,800$250.6K0.1%00.0%UnchangedHolders
Q1 202310,800$269.4K0.1%00.0%UnchangedHolders
Q4 202210,800$249.4K0.1%00.0%UnchangedHolders
Q3 202210,800$220.0K0.1%00.0%UnchangedHolders
Q2 202210,800$239.0K0.1%00.0%UnchangedHolders
Q1 202210,800$310.1K0.1%−14−0.1%ReducedHolders
Q4 202110,814$294.0K0.1%00.0%UnchangedHolders
Q3 202110,814$270.0K0.1%–No prior filingHolders