Cape Investment Advisory’s Global X Copper Miners ETF NEW COPX Stock Holding History

Cape Investment Advisory’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
2026 Q2	$29.5K	Buy	+383	New	+$31.9K	0.01%	631
2026 Q1	–	Sell	-5	Closed	-$359	–	397
2025 Q4	$359	Hold	5	–	–	﹤0.01%	1261
2025 Q3	$299	Hold	5	–	–	﹤0.01%	802
2025 Q2	$225	Hold	5	–	–	﹤0.01%	1111
2025 Q1	$195	Hold	5	–	–	﹤0.01%	1053
2024 Q4	$191	Hold	5	–	–	﹤0.01%	1052
2024 Q3	$236	Hold	5	–	–	﹤0.01%	919
2024 Q2	$226	Buy	+5	New	+$233	﹤0.01%	892

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cape Investment Advisory's COPX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X Copper Miners ETF NEW (COPX) in Q2 2026: 383 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in COPX as recently as Q4 2025.

Cape Investment Advisory first reported a position in COPX in Q2 2024 and has held it in 8 quarters since. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Cape Investment Advisory held 383 shares of Global X Copper Miners ETF NEW worth $29.5K as of Q2 2026.
Global X Copper Miners ETF NEW was a new Cape Investment Advisory position in Q2 2026.
Global X Copper Miners ETF NEW made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #631 holding.
Cape Investment Advisory first reported a position in Global X Copper Miners ETF NEW in Q2 2024 and has held it in 8 quarters since.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.