Indie Asset Partners’s Global X Copper Miners ETF NEW COPX Stock Holding History

Indie Asset Partners’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 Q4	–	Sell	-5,860	Closed	-$213K	–	87
2023 Q3	$213K	Hold	5,860	–	–	0.22%	68
2023 Q2	$221K	Hold	5,860	–	–	0.24%	68
2023 Q1	$227K	Hold	5,860	–	–	0.27%	66
2022 Q4	$208K	Sell	5,860 -8,600	-59%	-$282K	0.23%	81
2022 Q3	$409K	Sell	14,460 -1,950	-12%	-$57.6K	0.42%	45
2022 Q2	$499K	Buy	16,410 +5,410	+49%	+$212K	0.44%	37
2022 Q1	$501K	Buy	+11,000	New	+$452K	0.38%	49

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

OMC

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

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

Indie Asset Partners's COPX Position: Q4 2023 in Review

Indie Asset Partners sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2023, closing a stake of 5,860 shares — an estimated $213K sold.

Indie Asset Partners first reported a position in COPX in Q1 2022 and held it in 7 quarters. The position peaked at $501K in Q1 2022. 155 funds tracked by Wall St. Rank hold COPX as of Q4 2023.

Indie Asset Partners reported no remaining Global X Copper Miners ETF NEW position as of Q4 2023 after selling out during the quarter.
Indie Asset Partners sold 5,860 Global X Copper Miners ETF NEW shares in Q4 2023, an estimated $213K.
Indie Asset Partners first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and held it in 7 quarters.
Indie Asset Partners's Global X Copper Miners ETF NEW position peaked at $501K in Q1 2022.
155 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2023.

Based on Indie Asset Partners's 13F filing for Q4 2023, filed 26 Jan 2024.