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AJ Wealth Strategies’s Global X Copper Miners ETF NEW COPX Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$272K Hold
7,231
– – 0.01% 251
2023
Q1 		$280K Buy
+7,231
New +$280K 0.01% 235

Other funds holding COPX

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJ Wealth Strategies's COPX Position: Q2 2023 in Review

AJ Wealth Strategies held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2023 at 7,231 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #251.

AJ Wealth Strategies first reported a position in COPX in Q1 2023 and has held it in 2 quarters since. The position peaked at $280K in Q1 2023. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

  • AJ Wealth Strategies held 7,231 shares of Global X Copper Miners ETF NEW worth $272K as of Q2 2023.
  • AJ Wealth Strategies left its Global X Copper Miners ETF NEW share count unchanged in Q2 2023.
  • Global X Copper Miners ETF NEW made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #251 holding.
  • AJ Wealth Strategies first reported a position in Global X Copper Miners ETF NEW in Q1 2023 and has held it in 2 quarters since.
  • AJ Wealth Strategies's Global X Copper Miners ETF NEW position peaked at $280K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.