Essex Financial Services’s Global X Copper Miners ETF NEW COPX Stock Holding History

Essex Financial Services’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
2023 Q2	–	Sell	-19,531	Closed	-$756K	–	481
2023 Q1	$756K	Buy	+19,531	New	+$756K	0.08%	225
2022 Q3	–	Sell	-37,851	Closed	-$1.15M	–	461
2022 Q2	$1.15M	Sell	37,851 -79,767	-68%	-$3.13M	0.13%	160
2022 Q1	$5.35M	Buy	117,618 +81,269	+224%	+$3.34M	0.51%	48
2021 Q4	$1.34M	Buy	36,349 +19,649	+118%	+$720K	0.13%	162
2021 Q3	$571K	Buy	+16,700	New	+$605K	0.07%	252

Other funds holding COPX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Financial Services's COPX Position: Q2 2023 in Review

Essex Financial Services sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2023, closing a stake of 19,531 shares — an estimated $756K sold.

Essex Financial Services first reported a position in COPX in Q3 2021 and held it in 5 quarters. The position peaked at $5.35M in Q1 2022. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

Essex Financial Services reported no remaining Global X Copper Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
Essex Financial Services sold 19,531 Global X Copper Miners ETF NEW shares in Q2 2023, an estimated $756K.
Essex Financial Services first reported a position in Global X Copper Miners ETF NEW in Q3 2021 and held it in 5 quarters.
Essex Financial Services's Global X Copper Miners ETF NEW position peaked at $5.35M in Q1 2022.
157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.