EP Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

EP Wealth Advisors’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	$132K	Buy	+1,718	New	+$143K	﹤0.01%	1614

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

EP Wealth Advisors's COPX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X Copper Miners ETF NEW (COPX) in Q2 2026: 1,718 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings.

476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

EP Wealth Advisors held 1,718 shares of Global X Copper Miners ETF NEW worth $132K as of Q2 2026.
Global X Copper Miners ETF NEW was a new EP Wealth Advisors position in Q2 2026.
Global X Copper Miners ETF NEW made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1614 holding.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.