Glass Jacobson Investment Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Glass Jacobson Investment 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 Q3	–	Sell	-304	Closed	-$13.7K	–	771
2024 Q2	$13.7K	Hold	304	–	–	0.01%	525
2024 Q1	$12.9K	Buy	304 +53	+21%	+$1.97K	﹤0.01%	529
2023 Q4	$9.43K	Buy	251 +150	+149%	+$5.22K	﹤0.01%	526
2023 Q3	$3.69K	Buy	101 +1	+1%	+$38	﹤0.01%	589
2023 Q2	$3.77K	Buy	+100	New	+$3.84K	﹤0.01%	595

Other funds holding COPX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Glass Jacobson Investment Advisors's COPX Position: Q3 2024 in Review

Glass Jacobson Investment Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2024, closing a stake of 304 shares — an estimated $13.7K sold.

Glass Jacobson Investment Advisors first reported a position in COPX in Q2 2023 and held it in 5 quarters. The position peaked at $13.7K in Q2 2024. 195 funds tracked by Wall St. Rank hold COPX as of Q3 2024.

Glass Jacobson Investment Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q3 2024 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 304 Global X Copper Miners ETF NEW shares in Q3 2024, an estimated $13.7K.
Glass Jacobson Investment Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and held it in 5 quarters.
Glass Jacobson Investment Advisors's Global X Copper Miners ETF NEW position peaked at $13.7K in Q2 2024.
195 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.