CWM
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Copia Wealth Management’s VanEck Indonesia Index ETF IDX Stock Holding History

Copia Wealth Management’s Portfolio IDX Stock Details IDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3K Sell
3,063
-1,166
-28% -$14.2K 0.02% 257
2026
Q1 		$58.2K Sell
4,229
-162
-4% -$2.51K 0.04% 188
2025
Q4 		$72.5K Buy
+4,391
New +$73K 0.05% 170

Other funds holding IDX

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Copia Wealth Management's IDX Position: Q2 2026 in Review

Copia Wealth Management reduced its VanEck Indonesia Index ETF (IDX) stake by 28% in Q2 2026, selling an estimated $14.2K and leaving 3,063 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #257.

Copia Wealth Management first reported a position in IDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $72.5K in Q4 2025. 17 funds tracked by Wall St. Rank hold IDX as of Q2 2026.

  • Copia Wealth Management held 3,063 shares of VanEck Indonesia Index ETF worth $30.3K as of Q2 2026.
  • Copia Wealth Management sold 1,166 VanEck Indonesia Index ETF shares in Q2 2026, an estimated $14.2K.
  • VanEck Indonesia Index ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Copia Wealth Management first reported a position in VanEck Indonesia Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's VanEck Indonesia Index ETF position peaked at $72.5K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.