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 Q2	$2.97M	Sell	38,553 -559	-1%	-$46.5K	﹤0.01%	1795
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 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

Creative Planning's COPX Position: Q2 2026 in Review

Creative Planning reduced its Global X Copper Miners ETF NEW (COPX) stake by 1.4% in Q2 2026, selling an estimated $46.5K and leaving 38,553 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Creative Planning first reported a position in COPX in Q1 2014 and has held it in 24 quarters since. The position peaked at $2.99M in Q1 2026. 478 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Creative Planning held 38,553 shares of Global X Copper Miners ETF NEW worth $2.97M as of Q2 2026.
Creative Planning sold 559 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $46.5K.
Global X Copper Miners ETF NEW made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1795 holding.
Creative Planning first reported a position in Global X Copper Miners ETF NEW in Q1 2014 and has held it in 24 quarters since.
Creative Planning's Global X Copper Miners ETF NEW position peaked at $2.99M in Q1 2026.
478 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.