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Copia Wealth Management’s Global X DAX Germany ETF DAX Stock Holding History

Copia Wealth Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-121
Closed -$5.44K – 478
2025
Q2 		$5.44K Buy
+121
New +$5.09K ﹤0.01% 335

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OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Copia Wealth Management's DAX Position: Q3 2025 in Review

Copia Wealth Management sold out of Global X DAX Germany ETF (DAX) in Q3 2025, closing a stake of 121 shares — an estimated $5.44K sold.

Copia Wealth Management first reported a position in DAX in Q2 2025 and held it in 1 quarter. The position peaked at $5.44K in Q2 2025. 56 funds tracked by Wall St. Rank hold DAX as of Q3 2025.

  • Copia Wealth Management reported no remaining Global X DAX Germany ETF position as of Q3 2025 after selling out during the quarter.
  • Copia Wealth Management sold 121 Global X DAX Germany ETF shares in Q3 2025, an estimated $5.44K.
  • Copia Wealth Management first reported a position in Global X DAX Germany ETF in Q2 2025 and held it in 1 quarter.
  • Copia Wealth Management's Global X DAX Germany ETF position peaked at $5.44K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q3 2025.

Based on Copia Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.