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

Fermata 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
2024
Q4 		– Sell
-7,015
Closed -$332K – 273
2024
Q3 		$332K Sell
7,015
-109
-2% -$4.7K 0.07% 168
2024
Q2 		$321K Sell
7,124
-396
-5% -$18.4K 0.07% 157
2024
Q1 		$319K Sell
7,520
-126
-2% -$4.68K 0.07% 157
2023
Q4 		$287K Buy
7,646
+100
+1% +$3.48K 0.07% 136
2023
Q3 		$275K Sell
7,546
-514
-6% -$19.6K 0.08% 128
2023
Q2 		$304K Buy
+8,060
New +$310K 0.27% 60
2023
Q1 		– Sell
-9,938
Closed -$352K – 104
2022
Q4 		$352K Sell
9,938
-702
-7% -$23K 0.1% 107
2022
Q3 		$301K Sell
10,640
-3,302
-24% -$97.6K 0.1% 114
2022
Q2 		$424K Sell
13,942
-208
-1% -$8.16K 0.15% 104
2022
Q1 		$644K Sell
14,150
-1,469
-9% -$60.4K 0.24% 81
2021
Q4 		$577K Sell
15,619
-3,382
-18% -$124K 0.21% 85
2021
Q3 		$650K Sell
19,001
-2,193
-10% -$79.5K 0.29% 64
2021
Q2 		$787K Buy
21,194
+12,275
+138% +$485K 0.46% 51
2021
Q1 		$319K Buy
+8,919
New +$310K 0.27% 58

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fermata Advisors's COPX Position: Q4 2024 in Review

Fermata Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2024, closing a stake of 7,015 shares — an estimated $332K sold.

Fermata Advisors first reported a position in COPX in Q1 2021 and held it in 14 quarters. The position peaked at $787K in Q2 2021. 193 funds tracked by Wall St. Rank hold COPX as of Q4 2024.

  • Fermata Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q4 2024 after selling out during the quarter.
  • Fermata Advisors sold 7,015 Global X Copper Miners ETF NEW shares in Q4 2024, an estimated $332K.
  • Fermata Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 14 quarters.
  • Fermata Advisors's Global X Copper Miners ETF NEW position peaked at $787K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2024.

Based on Fermata Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.