Clearstead Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Clearstead Advisors’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	$81.7K	Buy	1,062 +989	+1,355%	+$82.3K	﹤0.01%	1349
2026 Q1	$5.57K	Buy	+73	New	+$6.05K	﹤0.01%	1721
2025 Q1	–	Sell	-5,000	Closed	-$191K	–	2222
2024 Q4	$191K	Buy	+5,000	New	+$216K	﹤0.01%	875
2023 Q2	–	Sell	-1,179	Closed	-$45.6K	–	1392
2023 Q1	$45.6K	Hold	1,179	–	–	﹤0.01%	681
2022 Q4	$41.8K	Hold	1,179	–	–	﹤0.01%	652
2022 Q3	$33K	Hold	1,179	–	–	﹤0.01%	688
2022 Q2	$36K	Sell	1,179 -1,152	-49%	-$45.2K	﹤0.01%	687
2022 Q1	$106K	Hold	2,331	–	–	0.01%	536
2021 Q4	$86K	Buy	+2,331	New	+$85.4K	0.01%	561

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors's COPX Position: Q2 2026 in Review

Clearstead Advisors increased its Global X Copper Miners ETF NEW (COPX) stake by 1,355% in Q2 2026, buying an estimated $82.3K and bringing the position to 1,062 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Clearstead Advisors first reported a position in COPX in Q4 2021 and has held it in 9 quarters since. The position peaked at $191K in Q4 2024. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Clearstead Advisors held 1,062 shares of Global X Copper Miners ETF NEW worth $81.7K as of Q2 2026.
Clearstead Advisors bought 989 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $82.3K.
Global X Copper Miners ETF NEW made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1349 holding.
Clearstead Advisors first reported a position in Global X Copper Miners ETF NEW in Q4 2021 and has held it in 9 quarters since.
Clearstead Advisors's Global X Copper Miners ETF NEW position peaked at $191K in Q4 2024.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.