EFG
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Ehrlich Financial Group’s Global X Copper Miners ETF NEW COPX Stock Holding History

Ehrlich Financial Group’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 		$703K Sell
9,131
-513
-5% -$42.7K 0.36% 64
2026
Q1 		$736K Buy
+9,644
New +$799K 0.42% 63

Other funds holding COPX

FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ehrlich Financial Group's COPX Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Global X Copper Miners ETF NEW (COPX) stake by 5.3% in Q2 2026, selling an estimated $42.7K and leaving 9,131 shares worth $703K. The position accounts for 0.36% of the portfolio, ranked #64.

Ehrlich Financial Group first reported a position in COPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $736K in Q1 2026. 121 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

  • Ehrlich Financial Group held 9,131 shares of Global X Copper Miners ETF NEW worth $703K as of Q2 2026.
  • Ehrlich Financial Group sold 513 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $42.7K.
  • Global X Copper Miners ETF NEW made up 0.36% of Ehrlich Financial Group's portfolio in Q2 2026, its #64 holding.
  • Ehrlich Financial Group first reported a position in Global X Copper Miners ETF NEW in Q1 2026 and has held it in 2 quarters since.
  • Ehrlich Financial Group's Global X Copper Miners ETF NEW position peaked at $736K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.