GI
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Gradient Investments’s Global X Copper Miners ETF NEW COPX Stock Holding History

Gradient Investments’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
Q3 		– Sell
-940
Closed -$35.4K – 1831
2023
Q2 		$35.4K Hold
940
– – ﹤0.01% 577
2023
Q1 		$36.4K Buy
+940
New +$36.4K ﹤0.01% 549

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Gradient Investments's COPX Position: Q3 2023 in Review

Gradient Investments sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 940 shares — an estimated $35.4K sold.

Gradient Investments first reported a position in COPX in Q1 2023 and held it in 2 quarters. The position peaked at $36.4K in Q1 2023. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

  • Gradient Investments reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 940 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $35.4K.
  • Gradient Investments first reported a position in Global X Copper Miners ETF NEW in Q1 2023 and held it in 2 quarters.
  • Gradient Investments's Global X Copper Miners ETF NEW position peaked at $36.4K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.