CapWealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

CapWealth 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
2026 Q3	$629K	Hold	7,425	–	–	0.05%	80
2026 Q2	$572K	Sell	7,425 -75	-1%	-$6.24K	0.04%	81
2026 Q1	$573K	Hold	7,500	–	–	0.04%	81
2025 Q4	$538K	Hold	7,500	–	–	0.04%	90
2025 Q3	$449K	Hold	7,500	–	–	0.03%	90
2025 Q2	$338K	Hold	7,500	–	–	0.03%	83
2025 Q1	$293K	Hold	7,500	–	–	0.03%	89
2024 Q4	$286K	Sell	7,500 -1,000	-12%	-$43.3K	0.03%	91
2024 Q3	$402K	Hold	8,500	–	–	0.04%	79
2024 Q2	$383K	Buy	+8,500	New	+$396K	0.05%	72

Other funds holding COPX

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CapWealth Advisors's COPX Position: Q3 2026 in Review

CapWealth Advisors held its Global X Copper Miners ETF NEW (COPX) position steady in Q3 2026 at 7,425 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #80.

CapWealth Advisors first reported a position in COPX in Q2 2024 and has held it in 10 quarters since. 5 funds tracked by Wall St. Rank hold COPX as of Q3 2026.

CapWealth Advisors held 7,425 shares of Global X Copper Miners ETF NEW worth $629K as of Q3 2026.
CapWealth Advisors left its Global X Copper Miners ETF NEW share count unchanged in Q3 2026.
Global X Copper Miners ETF NEW made up 0.05% of CapWealth Advisors's portfolio in Q3 2026, its #80 holding.
CapWealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2024 and has held it in 10 quarters since.
5 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.