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AE Wealth Management’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

AE Wealth Management’s Portfolio ICOP Stock Details ICOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Sell
6,045
-685
-10% -$35.7K ﹤0.01% 1490
2026
Q1 		$320K Buy
+6,730
New +$340K ﹤0.01% 1339

Other funds holding ICOP

SMC
Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's ICOP Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Copper and Metals Mining ETF (ICOP) stake by 10% in Q2 2026, selling an estimated $35.7K and leaving 6,045 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

AE Wealth Management first reported a position in ICOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $320K in Q1 2026. 96 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

  • AE Wealth Management held 6,045 shares of iShares Copper and Metals Mining ETF worth $298K as of Q2 2026.
  • AE Wealth Management sold 685 iShares Copper and Metals Mining ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Copper and Metals Mining ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1490 holding.
  • AE Wealth Management first reported a position in iShares Copper and Metals Mining ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's iShares Copper and Metals Mining ETF position peaked at $320K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.