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 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

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

CapWealth Advisors's COPX Position: Q2 2026 in Review

CapWealth Advisors reduced its Global X Copper Miners ETF NEW (COPX) stake by 1% in Q2 2026, selling an estimated $6.24K and leaving 7,425 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #81.

CapWealth Advisors first reported a position in COPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $573K in Q1 2026. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

CapWealth Advisors held 7,425 shares of Global X Copper Miners ETF NEW worth $572K as of Q2 2026.
CapWealth Advisors sold 75 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $6.24K.
Global X Copper Miners ETF NEW made up 0.04% of CapWealth Advisors's portfolio in Q2 2026, its #81 holding.
CapWealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2024 and has held it in 9 quarters since.
CapWealth Advisors's Global X Copper Miners ETF NEW position peaked at $573K in Q1 2026.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.