Avantax Advisory Services’s Global X Copper Miners ETF NEW COPX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$679K	Sell	15,098 -31,845	-68%	-$1.27M	﹤0.01%	1398
2025 Q1	$1.83M	Buy	46,943 +8,281	+21%	+$331K	0.01%	779
2024 Q4	$1.48M	Buy	38,662 +31,976	+478%	+$1.38M	0.01%	871
2024 Q3	$316K	Buy	+6,686	New	+$288K	﹤0.01%	1710
2023 Q3	–	Sell	-7,595	Closed	-$286K	–	1562
2023 Q2	$286K	Sell	7,595 -81	-1%	-$3.11K	﹤0.01%	1212
2023 Q1	$297K	Sell	7,676 -501	-6%	-$19.4K	﹤0.01%	1156
2022 Q4	$290K	Sell	8,177 -50	-0.6%	-$1.64K	﹤0.01%	1125
2022 Q3	$232K	Sell	8,227 -481	-6%	-$14.2K	﹤0.01%	1129
2022 Q2	$265K	Sell	8,708 -5,558	-39%	-$218K	﹤0.01%	1063
2022 Q1	$651K	Buy	14,266 +2,417	+20%	+$99.4K	0.01%	694
2021 Q4	$437K	Buy	11,849 +1,304	+12%	+$47.8K	0.01%	808
2021 Q3	$359K	Buy	10,545 +2,006	+23%	+$72.7K	0.01%	847
2021 Q2	$318K	Buy	8,539 +1,200	+16%	+$47.4K	0.01%	877
2021 Q1	$265K	Buy	7,339 +389	+6%	+$13.5K	0.01%	858
2020 Q4	$217K	Buy	+6,950	New	+$174K	0.01%	851

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's COPX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Global X Copper Miners ETF NEW (COPX) stake by 68% in Q2 2025, selling an estimated $1.27M and leaving 15,098 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Avantax Advisory Services first reported a position in COPX in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.83M in Q1 2025. 199 funds tracked by Wall St. Rank hold COPX as of Q2 2025.

Avantax Advisory Services held 15,098 shares of Global X Copper Miners ETF NEW worth $679K as of Q2 2025.
Avantax Advisory Services sold 31,845 Global X Copper Miners ETF NEW shares in Q2 2025, an estimated $1.27M.
Global X Copper Miners ETF NEW made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1398 holding.
Avantax Advisory Services first reported a position in Global X Copper Miners ETF NEW in Q4 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Global X Copper Miners ETF NEW position peaked at $1.83M in Q1 2025.
199 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.