Carson Wealth (CWM LLC)
COPX icon

Carson Wealth (CWM LLC)’s Global X Copper Miners ETF NEW COPX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$199K Buy
2,604
+1,287
+98% +$107K ﹤0.01% 2751
2025
Q4 		$95K Buy
1,317
+944
+253% +$60.5K ﹤0.01% 3104
2025
Q3 		$22K Sell
373
-3,706
-91% -$179K ﹤0.01% 4058
2025
Q2 		$184K Buy
4,079
+3,799
+1,357% +$151K ﹤0.01% 2244
2025
Q1 		$11K Hold
280
– – ﹤0.01% 4042
2024
Q4 		$11K Sell
280
-500
-64% -$21.6K ﹤0.01% 3799
2024
Q3 		$37K Buy
780
+500
+179% +$21.6K ﹤0.01% 2926
2024
Q2 		$13K Sell
280
-94
-25% -$4.38K ﹤0.01% 3375
2024
Q1 		$16K Buy
374
+94
+34% +$3.49K ﹤0.01% 3033
2023
Q4 		$11K Sell
280
-308
-52% -$10.7K ﹤0.01% 3124
2023
Q3 		$21K Buy
588
+246
+72% +$9.38K ﹤0.01% 2643
2023
Q2 		$13K Buy
342
+181
+112% +$6.95K ﹤0.01% 2909
2023
Q1 		$6K Buy
161
+62
+63% +$2.4K ﹤0.01% 3193
2022
Q4 		$4K Buy
+99
New +$3.25K ﹤0.01% 3274
2022
Q2 		– Sell
-100
Closed -$5K – 3826
2022
Q1 		$5K Buy
+100
New +$4.11K ﹤0.01% 2815

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COPX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Copper Miners ETF NEW (COPX) stake by 98% in Q1 2026, buying an estimated $107K and bringing the position to 2,604 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Carson Wealth (CWM LLC) first reported a position in COPX in Q1 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,604 shares of Global X Copper Miners ETF NEW worth $199K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,287 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $107K.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2751 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and has held it in 15 quarters since.
  • 426 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.