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

IAM 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 Q3	–	Sell	-5,373	Closed	-$202K	–	98
2023 Q2	$202K	Buy	+5,373	New	+$206K	0.07%	88

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

IAM Advisory's COPX Position: Q3 2023 in Review

IAM Advisory sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 5,373 shares — an estimated $202K sold.

IAM Advisory first reported a position in COPX in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

IAM Advisory reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
IAM Advisory sold 5,373 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $202K.
IAM Advisory first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and held it in 1 quarter.
IAM Advisory's Global X Copper Miners ETF NEW position peaked at $202K in Q2 2023.
149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on IAM Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.