Estate Counselors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Estate Counselors’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	$290K	Hold	3,800	–	–	0.03%	90
2025 Q4	$273K	Hold	3,800	–	–	0.02%	87
2025 Q3	$227K	Buy	+3,800	New	+$184K	0.02%	87
2023 Q4	–	Sell	-106,840	Closed	-$3.89M	–	122
2023 Q3	$3.89M	Sell	106,840 -3,820	-3%	-$146K	0.52%	38
2023 Q2	$4.17M	Sell	110,660 -685	-0.6%	-$26.3K	0.53%	39
2023 Q1	$4.31M	Sell	111,345 -30,875	-22%	-$1.19M	0.57%	36
2022 Q4	$5.04M	Buy	142,220 +6,065	+4%	+$199K	0.7%	43
2022 Q3	$3.85M	Buy	136,155 +130,755	+2,421%	+$3.87M	0.6%	38
2022 Q2	$164K	Hold	5,400	–	–	0.02%	118
2022 Q1	$245K	Hold	5,400	–	–	0.03%	118
2021 Q4	$199K	Hold	5,400	–	–	0.02%	119
2021 Q3	$184K	Buy	+5,400	New	+$196K	0.02%	131

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Estate Counselors's COPX Position: Q1 2026 in Review

Estate Counselors held its Global X Copper Miners ETF NEW (COPX) position steady in Q1 2026 at 3,800 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #90.

Estate Counselors first reported a position in COPX in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.04M in Q4 2022. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Estate Counselors held 3,800 shares of Global X Copper Miners ETF NEW worth $290K as of Q1 2026.
Estate Counselors left its Global X Copper Miners ETF NEW share count unchanged in Q1 2026.
Global X Copper Miners ETF NEW made up 0.03% of Estate Counselors's portfolio in Q1 2026, its #90 holding.
Estate Counselors first reported a position in Global X Copper Miners ETF NEW in Q3 2021 and has held it in 12 quarters since.
Estate Counselors's Global X Copper Miners ETF NEW position peaked at $5.04M in Q4 2022.
423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.