B. Riley Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$650K	Sell	16,782 -609	-4%	-$26.4K	0.02%	599
2024 Q3	$815K	Sell	17,391 -2,335	-12%	-$101K	0.02%	558
2024 Q2	$893K	Buy	19,726 +1,368	+7%	+$63.7K	0.02%	579
2024 Q1	$668K	Buy	18,358 +3,885	+27%	+$144K	0.02%	660
2023 Q4	$548K	Sell	14,473 -3,885	-21%	-$135K	0.01%	760
2023 Q3	$668K	Buy	18,358 +1,305	+8%	+$49.7K	0.02%	660
2023 Q2	$651K	Buy	17,053 +154	+0.9%	+$5.92K	0.01%	743
2023 Q1	$654K	Buy	+16,899	New	+$654K	0.02%	701
2014 Q3	–	Sell	-5	Closed	-$153	–	873
2014 Q2	$153	Buy	+5	New	+$145	﹤0.01%	2441

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

B. Riley Wealth Advisors's COPX Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Global X Copper Miners ETF NEW (COPX) stake by 3.5% in Q4 2024, selling an estimated $26.4K and leaving 16,782 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #599.

B. Riley Wealth Advisors first reported a position in COPX in Q2 2014 and has held it in 9 quarters since. The position peaked at $893K in Q2 2024. 193 funds tracked by Wall St. Rank hold COPX as of Q4 2024.

B. Riley Wealth Advisors held 16,782 shares of Global X Copper Miners ETF NEW worth $650K as of Q4 2024.
B. Riley Wealth Advisors sold 609 Global X Copper Miners ETF NEW shares in Q4 2024, an estimated $26.4K.
Global X Copper Miners ETF NEW made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #599 holding.
B. Riley Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2014 and has held it in 9 quarters since.
B. Riley Wealth Advisors's Global X Copper Miners ETF NEW position peaked at $893K in Q2 2024.
193 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.