James Investment Research’s Global X Copper Miners ETF NEW COPX Stock Holding History

James Investment Research’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 Q2	–	Sell	-485	Closed	-$19K	–	326
2023 Q1	$19K	Hold	485	–	–	﹤0.01%	439
2022 Q4	$17K	Sell	485 -2,683	-85%	-$88.1K	﹤0.01%	452
2022 Q3	$90K	Sell	3,168 -18,265	-85%	-$540K	0.01%	318
2022 Q2	$651K	Sell	21,433 -488	-2%	-$19.1K	0.09%	158
2022 Q1	$998K	Sell	21,921 -2,940	-12%	-$121K	0.1%	151
2021 Q4	$918K	Sell	24,861 -7,475	-23%	-$274K	0.08%	162
2021 Q3	$1.11M	Sell	32,336 -1,134	-3%	-$41.1K	0.1%	147
2021 Q2	$1.24M	Buy	33,470 +10,510	+46%	+$415K	0.11%	146
2021 Q1	$817K	Buy	22,960 +15,645	+214%	+$544K	0.07%	164
2020 Q4	$222K	Buy	+7,315	New	+$183K	0.02%	255

Other funds holding COPX

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

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

HIIFS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

James Investment Research's COPX Position: Q2 2023 in Review

James Investment Research sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2023, closing a stake of 485 shares — an estimated $19K sold.

James Investment Research first reported a position in COPX in Q4 2020 and held it in 10 quarters. The position peaked at $1.24M in Q2 2021. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

James Investment Research reported no remaining Global X Copper Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 485 Global X Copper Miners ETF NEW shares in Q2 2023, an estimated $19K.
James Investment Research first reported a position in Global X Copper Miners ETF NEW in Q4 2020 and held it in 10 quarters.
James Investment Research's Global X Copper Miners ETF NEW position peaked at $1.24M in Q2 2021.
157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.