SUMMIT WEALTH & RETIREMENT PLANNING, INC. - UNITED STS COMMODITY INDEX F ownership

UNITED STS COMMODITY INDEX F's ticker is CPER and the CUSIP is 911718104. A total of 46 filers reported holding UNITED STS COMMODITY INDEX F in Q2 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.0%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of UNITED STS COMMODITY INDEX F
ValueSharesWeighting
Q1 2023$215,0588,6230.08%
Other shareholders
UNITED STS COMMODITY INDEX F shareholders Q2 2023
NameSharesValueWeighting ↓
Knollwood Investment Advisory, LLC 54,918$1,274,0980.43%
BigSur Wealth Management LLC 26,249$608,9770.29%
Pettinga Financial Advisors LLC 27,728$643,2900.19%
Herold Advisors, Inc. 10,800$250,5600.08%
LAFFER TENGLER INVESTMENTS, INC. 12,089$280,4650.07%
ISTHMUS PARTNERS, LLC 12,800$296,9600.04%
Cyndeo Wealth Partners, LLC 10,064$233,4850.02%
Cape Investment Advisory, Inc. 1,500$34,8000.02%
IHT Wealth Management, LLC 13,525$313,7800.02%
Cutler Group LLC / CA 4,007$920.01%
View complete list of UNITED STS COMMODITY INDEX F shareholders