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Gladstone Institutional Advisory’s Global X Copper Miners ETF NEW COPX Stock Holding History

Gladstone Institutional Advisory’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
-6,081
Closed -$235K – 646
2023
Q1 		$235K Sell
6,081
-103
-2% -$3.99K 0.02% 582
2022
Q4 		$219K Buy
+6,184
New +$203K 0.02% 576

Other funds holding COPX

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gladstone Institutional Advisory's COPX Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2023, closing a stake of 6,081 shares — an estimated $235K sold.

Gladstone Institutional Advisory first reported a position in COPX in Q4 2022 and held it in 2 quarters. The position peaked at $235K in Q1 2023. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Global X Copper Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,081 Global X Copper Miners ETF NEW shares in Q2 2023, an estimated $235K.
  • Gladstone Institutional Advisory first reported a position in Global X Copper Miners ETF NEW in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Global X Copper Miners ETF NEW position peaked at $235K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.