Concourse Financial Group Securities’s Global X Copper Miners ETF NEW COPX Stock Holding History

Concourse Financial Group Securities’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
2023 Q1	–	Sell	-200	Closed	-$7.74K	–	2370
2022 Q4	$7.17K	Hold	200	–	–	﹤0.01%	1754
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	1592
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	1793
2022 Q1	$9K	Buy	+200	New	+$8.22K	﹤0.01%	1711
2021 Q3	–	Sell	-450	Closed	-$16.3K	–	2417
2021 Q2	$17K	Buy	+450	New	+$17.8K	﹤0.01%	1690

Other funds holding COPX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Concourse Financial Group Securities's COPX Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2023, closing a stake of 200 shares — an estimated $7.74K sold.

Concourse Financial Group Securities first reported a position in COPX in Q2 2021 and held it in 5 quarters. The position peaked at $17K in Q2 2021. 144 funds tracked by Wall St. Rank hold COPX as of Q1 2023.

Concourse Financial Group Securities reported no remaining Global X Copper Miners ETF NEW position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 200 Global X Copper Miners ETF NEW shares in Q1 2023, an estimated $7.74K.
Concourse Financial Group Securities first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 5 quarters.
Concourse Financial Group Securities's Global X Copper Miners ETF NEW position peaked at $17K in Q2 2021.
144 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.