AO
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Advisor OS’s Global X Copper Miners ETF NEW COPX Stock Holding History

Advisor OS’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,806
Closed -$446K – 203
2022
Q1 		$446K Sell
9,806
-342
-3% -$14.1K 0.13% 154
2021
Q4 		$375K Sell
10,148
-11,530
-53% -$422K 0.08% 196
2021
Q3 		$741K Sell
21,678
-2,294
-10% -$83.1K 0.16% 118
2021
Q2 		$890K Sell
23,972
-35,451
-60% -$1.4M 0.18% 97
2021
Q1 		$2.11M Buy
+59,423
New +$2.07M 0.48% 39

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's COPX Position: Q2 2022 in Review

Advisor OS sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2022, closing a stake of 9,806 shares — an estimated $446K sold.

Advisor OS first reported a position in COPX in Q1 2021 and held it in 5 quarters. The position peaked at $2.11M in Q1 2021. 125 funds tracked by Wall St. Rank hold COPX as of Q2 2022.

  • Advisor OS reported no remaining Global X Copper Miners ETF NEW position as of Q2 2022 after selling out during the quarter.
  • Advisor OS sold 9,806 Global X Copper Miners ETF NEW shares in Q2 2022, an estimated $446K.
  • Advisor OS first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 5 quarters.
  • Advisor OS's Global X Copper Miners ETF NEW position peaked at $2.11M in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2022.

Based on Advisor OS's 13F filing for Q2 2022, filed 2 Aug 2022.