BigSur Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

BigSur Wealth 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
2023 Q3	–	Sell	-5,900	Closed	-$222K	–	115
2023 Q2	$222K	Hold	5,900	–	–	0.11%	105
2023 Q1	$228K	Hold	5,900	–	–	0.11%	105
2022 Q4	$209K	Hold	5,900	–	–	0.1%	109
2022 Q3	$167K	Hold	5,900	–	–	0.08%	111
2022 Q2	$179K	Hold	5,900	–	–	0.08%	120
2022 Q1	$269K	Hold	5,900	–	–	0.1%	107
2021 Q4	$218K	Hold	5,900	–	–	0.09%	124
2021 Q3	$202K	Hold	5,900	–	–	0.09%	115
2021 Q2	$219K	Buy	+5,900	New	+$233K	0.1%	110

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BigSur Wealth Management's COPX Position: Q3 2023 in Review

BigSur Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 5,900 shares — an estimated $222K sold.

BigSur Wealth Management first reported a position in COPX in Q2 2021 and held it in 9 quarters. The position peaked at $269K in Q1 2022. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

BigSur Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
BigSur Wealth Management sold 5,900 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $222K.
BigSur Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 9 quarters.
BigSur Wealth Management's Global X Copper Miners ETF NEW position peaked at $269K in Q1 2022.
149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on BigSur Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.