Independent Financial Group’s Global X Copper Miners ETF NEW COPX Stock Holding History

Independent Financial Group’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 Q2	$1.54M	Buy	19,950 +10,053	+102%	+$837K	0.03%	534
2026 Q1	$756K	Sell	9,897 -1,063	-10%	-$88K	0.02%	732
2025 Q4	$787K	Buy	10,960 +5,915	+117%	+$379K	0.02%	709
2025 Q3	$302K	Buy	5,045 +347	+7%	+$16.8K	0.01%	1092
2025 Q2	$211K	Buy	+4,698	New	+$187K	0.01%	1200
2023 Q1	–	Sell	-19,901	Closed	-$705K	–	844
2022 Q4	$705K	Sell	19,901 -965	-5%	-$31.7K	0.06%	337
2022 Q3	$590K	Buy	20,866 +927	+5%	+$27.4K	0.05%	350
2022 Q2	$606K	Buy	+19,939	New	+$782K	0.06%	325
2022 Q1	–	Sell	-14,525	Closed	-$536K	–	792
2021 Q4	$536K	Buy	+14,525	New	+$532K	0.04%	402

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HIIFS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's COPX Position: Q2 2026 in Review

Independent Financial Group increased its Global X Copper Miners ETF NEW (COPX) stake by 102% in Q2 2026, buying an estimated $837K and bringing the position to 19,950 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #534.

Independent Financial Group first reported a position in COPX in Q4 2021 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Independent Financial Group held 19,950 shares of Global X Copper Miners ETF NEW worth $1.54M as of Q2 2026.
Independent Financial Group bought 10,053 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $837K.
Global X Copper Miners ETF NEW made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #534 holding.
Independent Financial Group first reported a position in Global X Copper Miners ETF NEW in Q4 2021 and has held it in 9 quarters since.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.