COMPASS FINANCIAL MANAGEMENT LLC’s Global X Copper Miners ETF NEW COPX Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$9K	Buy	+112	New	+$9.32K	﹤0.01%	1084

Other funds holding COPX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Copper Miners ETF NEW (COPX) in Q2 2026: 112 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

355 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 112 shares of Global X Copper Miners ETF NEW worth $9K as of Q2 2026.
Global X Copper Miners ETF NEW was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X Copper Miners ETF NEW made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1084 holding.
355 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

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