BFWM
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Bright Futures Wealth Management’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Bright Futures Wealth Management’s Portfolio ICOP Stock Details ICOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,856
Closed -$907K – 230
2024
Q2 		$907K Buy
32,856
+476
+1% +$14.8K 0.49% 59
2024
Q1 		$972K Buy
+32,380
New +$816K 0.53% 55

Other funds holding ICOP

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

Bright Futures Wealth Management's ICOP Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of iShares Copper and Metals Mining ETF (ICOP) in Q3 2024, closing a stake of 32,856 shares — an estimated $907K sold.

Bright Futures Wealth Management first reported a position in ICOP in Q1 2024 and held it in 2 quarters. The position peaked at $972K in Q1 2024. 15 funds tracked by Wall St. Rank hold ICOP as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining iShares Copper and Metals Mining ETF position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 32,856 iShares Copper and Metals Mining ETF shares in Q3 2024, an estimated $907K.
  • Bright Futures Wealth Management first reported a position in iShares Copper and Metals Mining ETF in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's iShares Copper and Metals Mining ETF position peaked at $972K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.