Belpointe Asset Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Belpointe Asset Management’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	–	Sell	-7	Closed	-$335	–	875
2024 Q3	$335	Sell	7 -5	-42%	-$216	﹤0.01%	911
2024 Q2	$545	Buy	+12	New	+$559	﹤0.01%	831
2024 Q1	–	Sell	-9,515	Closed	-$357K	–	794
2023 Q4	$357K	Buy	9,515 +222	+2%	+$7.73K	0.03%	469
2023 Q3	$338K	Sell	9,293 -1,270	-12%	-$48.4K	0.04%	438
2023 Q2	$398K	Sell	10,563 -30,457	-74%	-$1.17M	0.04%	360
2023 Q1	$1.59M	Buy	41,020 +40,837	+22,315%	+$1.58M	0.09%	243
2022 Q4	$6.48K	Buy	+183	New	+$6.01K	﹤0.01%	2822

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

Belpointe Asset Management's COPX Position: Q4 2024 in Review

Belpointe Asset Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2024, closing a stake of 7 shares — an estimated $335 sold.

Belpointe Asset Management first reported a position in COPX in Q4 2022 and held it in 7 quarters. The position peaked at $1.59M in Q1 2023. 193 funds tracked by Wall St. Rank hold COPX as of Q4 2024.

Belpointe Asset Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2024 after selling out during the quarter.
Belpointe Asset Management sold 7 Global X Copper Miners ETF NEW shares in Q4 2024, an estimated $335.
Belpointe Asset Management first reported a position in Global X Copper Miners ETF NEW in Q4 2022 and held it in 7 quarters.
Belpointe Asset Management's Global X Copper Miners ETF NEW position peaked at $1.59M in Q1 2023.
193 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.