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Carolinas Wealth Consulting’s Global X Copper Miners ETF NEW COPX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-8
Closed -$317 – 184
2025
Q1 		$317 Hold
8
– – ﹤0.01% 988
2024
Q4 		$310 Hold
8
– – ﹤0.01% 1042
2024
Q3 		$379 Buy
+8
New +$345 ﹤0.01% 1025

Other funds holding COPX

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T. Rowe Price Associates
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's COPX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2025, closing a stake of 8 shares — an estimated $317 sold.

Carolinas Wealth Consulting first reported a position in COPX in Q3 2024 and held it in 3 quarters. The position peaked at $379 in Q3 2024. 199 funds tracked by Wall St. Rank hold COPX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Global X Copper Miners ETF NEW position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Global X Copper Miners ETF NEW shares in Q2 2025, an estimated $317.
  • Carolinas Wealth Consulting first reported a position in Global X Copper Miners ETF NEW in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Global X Copper Miners ETF NEW position peaked at $379 in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.