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Castleview Partners’s Global X Copper Miners ETF NEW COPX Stock Holding History

Castleview Partners’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 		$232K Sell
3,019
-617
-17% -$51.4K 0.1% 195
2026
Q1 		$278K Buy
3,636
+385
+12% +$31.9K 0.14% 158
2025
Q4 		$233K Buy
+3,251
New +$208K 0.12% 172

Other funds holding COPX

FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM

Castleview Partners's COPX Position: Q2 2026 in Review

Castleview Partners reduced its Global X Copper Miners ETF NEW (COPX) stake by 17% in Q2 2026, selling an estimated $51.4K and leaving 3,019 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #195.

Castleview Partners first reported a position in COPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q1 2026. 71 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

  • Castleview Partners held 3,019 shares of Global X Copper Miners ETF NEW worth $232K as of Q2 2026.
  • Castleview Partners sold 617 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $51.4K.
  • Global X Copper Miners ETF NEW made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #195 holding.
  • Castleview Partners first reported a position in Global X Copper Miners ETF NEW in Q4 2025 and has held it in 3 quarters since.
  • Castleview Partners's Global X Copper Miners ETF NEW position peaked at $278K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.