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 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

SMC

Spider Management Company Richmond, Virginia $493M AUM 27.28% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services's ICOP Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in iShares Copper and Metals Mining ETF (ICOP) in Q2 2026: 5,421 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #2869 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in ICOP as recently as Q4 2025.

Kestra Advisory Services first reported a position in ICOP in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold ICOP as of Q2 2026.

Kestra Advisory Services held 5,421 shares of iShares Copper and Metals Mining ETF worth $267K as of Q2 2026.
iShares Copper and Metals Mining ETF was a new Kestra Advisory Services position in Q2 2026.
iShares Copper and Metals Mining ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2869 holding.
Kestra Advisory Services first reported a position in iShares Copper and Metals Mining ETF in Q4 2025 and has held it in 2 quarters since.
96 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.