Concentrum Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Concentrum Wealth Management’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	$509K	Hold	6,607	–	–	0.12%	71
2026 Q1	$504K	Hold	6,607	–	–	0.15%	62
2025 Q4	$474K	Hold	6,607	–	–	0.13%	53
2025 Q3	$395K	Hold	6,607	–	–	0.11%	49
2025 Q2	$297K	Sell	6,607 -1,200	-15%	-$47.8K	0.09%	61
2025 Q1	$305K	Hold	7,807	–	–	0.11%	62
2024 Q4	$298K	Hold	7,807	–	–	0.1%	63
2024 Q3	$369K	Hold	7,807	–	–	0.14%	52
2024 Q2	$352K	Hold	7,807	–	–	0.15%	52
2024 Q1	$331K	Hold	7,807	–	–	0.15%	53
2023 Q4	$293K	Hold	7,807	–	–	0.15%	54
2023 Q3	$284K	Hold	7,807	–	–	0.17%	52
2023 Q2	$294K	Buy	+7,807	New	+$300K	0.19%	49

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

Concentrum Wealth Management's COPX Position: Q2 2026 in Review

Concentrum Wealth Management held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 6,607 shares worth $509K. The position accounts for 0.12% of the portfolio, ranked #71.

Concentrum Wealth Management first reported a position in COPX in Q2 2023 and has held it in 13 quarters since. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Concentrum Wealth Management held 6,607 shares of Global X Copper Miners ETF NEW worth $509K as of Q2 2026.
Concentrum Wealth Management left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
Global X Copper Miners ETF NEW made up 0.12% of Concentrum Wealth Management's portfolio in Q2 2026, its #71 holding.
Concentrum Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and has held it in 13 quarters since.
477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.