Compass Financial Management
COPP icon

Compass Financial Management’s Sprott Copper Miners ETF COPP Stock Holding History

Compass Financial Management’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
Q3 		$15.6K Hold
375
– – ﹤0.01% 1015
2026
Q2 		$15.5K Buy
+375
New +$15K ﹤0.01% 953

Other funds holding COPP

Tocqueville Asset Management
Tocqueville Asset Management New York $7.26B AUM 32.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Compass Financial Management's COPP Position: Q3 2026 in Review

Compass Financial Management held its Sprott Copper Miners ETF (COPP) position steady in Q3 2026 at 375 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Compass Financial Management first reported a position in COPP in Q2 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold COPP as of Q3 2026.

  • Compass Financial Management held 375 shares of Sprott Copper Miners ETF worth $15.6K as of Q3 2026.
  • Compass Financial Management left its Sprott Copper Miners ETF share count unchanged in Q3 2026.
  • Sprott Copper Miners ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1015 holding.
  • Compass Financial Management first reported a position in Sprott Copper Miners ETF in Q2 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Sprott Copper Miners ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.