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

Ironwood Financial’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
2021 Q4	–	Sell	-385	Closed	-$13K	–	194
2021 Q3	$13K	Hold	385	–	–	﹤0.01%	334
2021 Q2	$14K	Hold	385	–	–	﹤0.01%	324
2021 Q1	$14K	Hold	385	–	–	﹤0.01%	300
2020 Q4	$12K	Hold	385	–	–	﹤0.01%	298
2020 Q3	$8K	Hold	385	–	–	﹤0.01%	277
2020 Q2	$7K	Hold	385	–	–	﹤0.01%	273
2020 Q1	$5K	Hold	385	–	–	﹤0.01%	264
2019 Q4	$8K	Hold	385	–	–	﹤0.01%	275
2019 Q3	$7K	Hold	385	–	–	﹤0.01%	288
2019 Q2	$8K	Hold	385	–	–	﹤0.01%	275
2019 Q1	$8K	Hold	385	–	–	﹤0.01%	271
2018 Q4	$7K	Hold	385	–	–	﹤0.01%	268
2018 Q3	$9K	Hold	385	–	–	﹤0.01%	257
2018 Q2	$9K	Hold	385	–	–	0.01%	192
2018 Q1	$10K	Hold	385	–	–	0.01%	168
2017 Q4	$11K	Hold	385	–	–	0.01%	170
2017 Q3	$10K	Hold	385	–	–	0.01%	179
2017 Q2	$8K	Hold	385	–	–	0.01%	180
2017 Q1	$9K	Hold	385	–	–	0.01%	175
2016 Q4	$8K	Hold	385	–	–	0.01%	175
2016 Q3	$6K	Hold	385	–	–	﹤0.01%	192
2016 Q2	$6K	Hold	385	–	–	﹤0.01%	190
2016 Q1	$5K	Buy	+385	New	+$4.54K	﹤0.01%	206

Other funds holding COPX

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ironwood Financial's COPX Position: Q4 2021 in Review

Ironwood Financial sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2021, closing a stake of 385 shares — an estimated $13K sold.

Ironwood Financial first reported a position in COPX in Q1 2016 and held it in 23 quarters. The position peaked at $14K in Q2 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

Ironwood Financial reported no remaining Global X Copper Miners ETF NEW position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 385 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in Global X Copper Miners ETF NEW in Q1 2016 and held it in 23 quarters.
Ironwood Financial's Global X Copper Miners ETF NEW position peaked at $14K in Q2 2021.
134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.