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Legacy Investment Solutions’s Global X Copper Miners ETF NEW COPX Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-3
Closed -$123 – 768
2024
Q3 		$123 Buy
+3
New +$129 ﹤0.01% 681

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Invesco
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Morgan Stanley
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Jane Street
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's COPX Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2024, closing a stake of 3 shares — an estimated $123 sold.

Legacy Investment Solutions first reported a position in COPX in Q3 2024 and held it in 1 quarter. The position peaked at $123 in Q3 2024. 193 funds tracked by Wall St. Rank hold COPX as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Global X Copper Miners ETF NEW position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 3 Global X Copper Miners ETF NEW shares in Q4 2024, an estimated $123.
  • Legacy Investment Solutions first reported a position in Global X Copper Miners ETF NEW in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Global X Copper Miners ETF NEW position peaked at $123 in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.