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

Cerity 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 Q1	$685K	Buy	8,978 +527	+6%	+$43.7K	﹤0.01%	2090
2025 Q4	$607K	Buy	8,451 +369	+5%	+$23.6K	﹤0.01%	1984
2025 Q3	$483K	Buy	+8,082	New	+$391K	﹤0.01%	1995
2023 Q4	–	Sell	-9,733	Closed	-$354K	–	1859
2023 Q3	$354K	Buy	+9,733	New	+$371K	﹤0.01%	1096

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners's COPX Position: Q1 2026 in Review

Cerity Partners increased its Global X Copper Miners ETF NEW (COPX) stake by 6.2% in Q1 2026, buying an estimated $43.7K and bringing the position to 8,978 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Cerity Partners first reported a position in COPX in Q3 2023 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Cerity Partners held 8,978 shares of Global X Copper Miners ETF NEW worth $685K as of Q1 2026.
Cerity Partners bought 527 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $43.7K.
Global X Copper Miners ETF NEW made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2090 holding.
Cerity Partners first reported a position in Global X Copper Miners ETF NEW in Q3 2023 and has held it in 4 quarters since.
423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.