COMPASS FINANCIAL MANAGEMENT LLC’s Sprott Copper Miners ETF COPP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio COPP Stock Details COPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Buy	+375	New	+$15K	﹤0.01%	953

Other funds holding COPP

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's COPP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sprott Copper Miners ETF (COPP) in Q2 2026: 375 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings.

58 funds tracked by Wall St. Rank hold COPP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 375 shares of Sprott Copper Miners ETF worth $15.5K as of Q2 2026.
Sprott Copper Miners ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sprott Copper Miners ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #953 holding.
58 funds tracked by Wall St. Rank held Sprott Copper Miners ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.