Kestra Advisory Services’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

Kestra Advisory Services’s Portfolio ICOP Stock Details ICOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$358K	Buy	6,732 +1,311	+24%	+$69.9K	﹤0.01%	2801
2026 Q2	$267K	Buy	+5,421	New	+$283K	﹤0.01%	2869
2026 Q1	–	Sell	-507	Closed	-$22.5K	–	3712
2025 Q4	$22.5K	Buy	+507	New	+$20.2K	﹤0.01%	4447

Other funds holding ICOP

Whitney & Co Rochester, New York $1.4B AUM 27.08% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's ICOP Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Copper and Metals Mining ETF (ICOP) stake by 24% in Q3 2026, buying an estimated $69.9K and bringing the position to 6,732 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Kestra Advisory Services first reported a position in ICOP in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ICOP as of Q3 2026.

Kestra Advisory Services held 6,732 shares of iShares Copper and Metals Mining ETF worth $358K as of Q3 2026.
Kestra Advisory Services bought 1,311 iShares Copper and Metals Mining ETF shares in Q3 2026, an estimated $69.9K.
iShares Copper and Metals Mining ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2801 holding.
Kestra Advisory Services first reported a position in iShares Copper and Metals Mining ETF in Q4 2025 and has held it in 3 quarters since.
38 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.