AssetMark Inc’s Global X Copper Miners ETF NEW COPX Stock Holding History

AssetMark Inc’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
2026 Q2	$2.23K	Hold	29	–	–	﹤0.01%	2935
2026 Q1	$2.21K	Buy	29 +7	+32%	+$580	﹤0.01%	2830
2025 Q4	$1.58K	Buy	22 +5	+29%	+$320	﹤0.01%	2827
2025 Q3	$1.02K	Buy	+17	New	+$822	﹤0.01%	2774
2025 Q2	–	Sell	-10	Closed	-$391	–	3032
2025 Q1	$391	Buy	10 +1	+11%	+$40	﹤0.01%	2458
2024 Q4	$344	Buy	+9	New	+$389	﹤0.01%	2419
2024 Q3	–	Sell	-7	Closed	-$316	–	2276
2024 Q2	$316	Buy	7 +1	+17%	+$47	﹤0.01%	1972
2024 Q1	$255	Sell	6 -27	-82%	-$1K	﹤0.01%	1776
2023 Q4	$1.24K	Buy	33 +9	+38%	+$313	﹤0.01%	1609
2023 Q3	$874	Buy	24 +17	+243%	+$648	﹤0.01%	1538
2023 Q2	$264	Sell	7 -4	-36%	-$154	﹤0.01%	1521
2023 Q1	$426	Buy	11 +4	+57%	+$155	﹤0.01%	1501
2022 Q4	$248	Hold	7	–	–	﹤0.01%	1537
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1524
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1500
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1577
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1521
2021 Q3	$0	Sell	7 -7	-50%	-$254	﹤0.01%	1404
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1240
2021 Q1	$0	Buy	+14	New	+$487	﹤0.01%	1352
2017 Q1	–	Sell	-28	Closed	-$1K	–	1291
2016 Q4	$1K	Buy	+28	New	+$542	﹤0.01%	1178

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc's COPX Position: Q2 2026 in Review

AssetMark Inc held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 29 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

AssetMark Inc first reported a position in COPX in Q4 2016 and has held it in 21 quarters since. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

AssetMark Inc held 29 shares of Global X Copper Miners ETF NEW worth $2.23K as of Q2 2026.
AssetMark Inc left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
Global X Copper Miners ETF NEW made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2935 holding.
AssetMark Inc first reported a position in Global X Copper Miners ETF NEW in Q4 2016 and has held it in 21 quarters since.
477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.