Kozak & Associates’s Global X Copper Miners ETF NEW COPX Stock Holding History

Kozak & Associates’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
2026 Q2	$629	Hold	8	–	–	﹤0.01%	393
2026 Q1	$710	Hold	8	–	–	﹤0.01%	404
2025 Q4	$648	Hold	8	–	–	﹤0.01%	395
2025 Q3	$490	Hold	8	–	–	﹤0.01%	420
2025 Q2	$367	Hold	8	–	–	﹤0.01%	388
2025 Q1	$296	Hold	8	–	–	﹤0.01%	406
2024 Q4	$313	Hold	8	–	–	﹤0.01%	394
2024 Q3	$368	Hold	8	–	–	﹤0.01%	364
2024 Q2	$378	Buy	+8	New	+$373	﹤0.01%	355

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kozak & Associates's COPX Position: Q2 2026 in Review

Kozak & Associates held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 8 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Kozak & Associates first reported a position in COPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $710 in Q1 2026. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Kozak & Associates held 8 shares of Global X Copper Miners ETF NEW worth $629 as of Q2 2026.
Kozak & Associates left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
Global X Copper Miners ETF NEW made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #393 holding.
Kozak & Associates first reported a position in Global X Copper Miners ETF NEW in Q2 2024 and has held it in 9 quarters since.
Kozak & Associates's Global X Copper Miners ETF NEW position peaked at $710 in Q1 2026.
477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.