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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ICOP Stock Details ICOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,823
Closed -$146K – 396
2024
Q2 		$146K Buy
+4,823
New +$150K 0.08% 117

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Susquehanna International Group
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WWM
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Osaic Holdings
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ICOP Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Copper and Metals Mining ETF (ICOP) in Q3 2024, closing a stake of 4,823 shares — an estimated $146K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ICOP in Q2 2024 and held it in 1 quarter. The position peaked at $146K in Q2 2024. 15 funds tracked by Wall St. Rank hold ICOP as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Copper and Metals Mining ETF position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4,823 iShares Copper and Metals Mining ETF shares in Q3 2024, an estimated $146K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Copper and Metals Mining ETF in Q2 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Copper and Metals Mining ETF position peaked at $146K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.