Creative Planning
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Creative Planning’s Global X Copper Miners ETF NEW COPX Stock Holding History

Creative Planning’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
Q1 		$2.99M Buy
39,112
+6,036
+18% +$500K ﹤0.01% 1578
2025
Q4 		$2.37M Buy
33,076
+57
+0.2% +$3.65K ﹤0.01% 1592
2025
Q3 		$1.97M Buy
33,019
+4
+0% +$193 ﹤0.01% 1561
2025
Q2 		$1.49M Buy
33,015
+1,769
+6% +$70.5K ﹤0.01% 1545
2025
Q1 		$1.22M Sell
31,246
-910
-3% -$36.4K ﹤0.01% 1551
2024
Q4 		$1.23M Buy
32,156
+384
+1% +$16.6K ﹤0.01% 1487
2024
Q3 		$1.5M Sell
31,772
-2,114
-6% -$91.2K ﹤0.01% 1241
2024
Q2 		$1.53M Buy
33,886
+2,104
+7% +$98K ﹤0.01% 1136
2024
Q1 		$1.35M Buy
31,782
+27
+0.1% +$1K ﹤0.01% 1150
2023
Q4 		$1.19M Sell
31,755
-100
-0.3% -$3.48K ﹤0.01% 1148
2023
Q3 		$1.16M Buy
31,855
+165
+0.5% +$6.29K ﹤0.01% 1100
2023
Q2 		$1.19M Sell
31,690
-2,615
-8% -$100K ﹤0.01% 1046
2023
Q1 		$1.33M Buy
34,305
+150
+0.4% +$5.8K ﹤0.01% 944
2022
Q4 		$1.21M Buy
+34,155
New +$1.12M ﹤0.01% 948
2022
Q3 		– Sell
-28,480
Closed -$865K – 2344
2022
Q2 		$865K Buy
+28,480
New +$1.12M ﹤0.01% 1029
2017
Q3 		– Sell
-2,000
Closed -$42K – 2235
2017
Q2 		$42K Hold
2,000
– – ﹤0.01% 2643
2017
Q1 		$45K Buy
+2,000
New +$46.9K ﹤0.01% 2549
2016
Q2 		– Sell
-3,333
Closed -$47K – 4368
2016
Q1 		$47K Hold
3,333
– – ﹤0.01% 2142
2015
Q4 		$39K Sell
3,333
-14,821
-82% -$202K ﹤0.01% 2318
2015
Q3 		$231K Buy
+18,154
New +$295K ﹤0.01% 1115
2015
Q2 		– Sell
-7,417
Closed -$151K – 1456
2015
Q1 		$151K Buy
+7,417
New +$150K ﹤0.01% 1339
2014
Q3 		– Sell
-17,800
Closed -$543K – 4010
2014
Q2 		$543K Buy
17,800
+11,133
+167% +$322K 0.01% 611
2014
Q1 		$182K Buy
+6,667
New +$183K ﹤0.01% 1043

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's COPX Position: Q1 2026 in Review

Creative Planning increased its Global X Copper Miners ETF NEW (COPX) stake by 18% in Q1 2026, buying an estimated $500K and bringing the position to 39,112 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Creative Planning first reported a position in COPX in Q1 2014 and has held it in 23 quarters since. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

  • Creative Planning held 39,112 shares of Global X Copper Miners ETF NEW worth $2.99M as of Q1 2026.
  • Creative Planning bought 6,036 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $500K.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1578 holding.
  • Creative Planning first reported a position in Global X Copper Miners ETF NEW in Q1 2014 and has held it in 23 quarters since.
  • 423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.