IBEX Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

IBEX Wealth 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
2026 Q1	$628K	Buy	+8,227	New	+$681K	0.06%	141
2025 Q4	–	Sell	-7,984	Closed	-$478K	–	142
2025 Q3	$478K	Buy	+7,984	New	+$386K	0.05%	160
2025 Q1	–	Sell	-31,499	Closed	-$1.2M	–	137
2024 Q4	$1.2M	Buy	+31,499	New	+$1.36M	0.14%	107

Other funds holding COPX

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IBEX Wealth Advisors's COPX Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Global X Copper Miners ETF NEW (COPX) in Q1 2026: 8,227 shares worth $628K. The stake represents 0.06% of the portfolio and ranks #141 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in COPX as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in COPX in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2024. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

IBEX Wealth Advisors held 8,227 shares of Global X Copper Miners ETF NEW worth $628K as of Q1 2026.
Global X Copper Miners ETF NEW was a new IBEX Wealth Advisors position in Q1 2026.
Global X Copper Miners ETF NEW made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 2026, its #141 holding.
IBEX Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q4 2024 and has held it in 3 quarters since.
IBEX Wealth Advisors's Global X Copper Miners ETF NEW position peaked at $1.2M in Q4 2024.
423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.