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Legend Financial Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Legend Financial Advisors’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
Q1 		$6.71M Sell
87,925
-75,699
-46% -$6.27M 4.33% 12
2025
Q4 		$11.7M Sell
163,624
-34,591
-17% -$2.22M 7.11% 4
2025
Q3 		$11.9M Sell
198,215
-8,768
-4% -$424K 7.27% 4
2025
Q2 		$9.31M Sell
206,983
-2,620
-1% -$104K 6.19% 5
2025
Q1 		$8.19M Sell
209,603
-6,265
-3% -$251K 6.02% 7
2024
Q4 		$8.24M Buy
215,868
+4,561
+2% +$197K 5.82% 8
2024
Q3 		$9.99M Buy
211,307
+17,687
+9% +$763K 6.9% 5
2024
Q2 		$8.73M Sell
193,620
-19,619
-9% -$914K 6.2% 6
2024
Q1 		$9.05M Buy
213,239
+8,452
+4% +$314K 6.56% 5
2023
Q4 		$7.68M Buy
204,787
+5,247
+3% +$183K 6.17% 7
2023
Q3 		$7.27M Sell
199,540
-553
-0.3% -$21.1K 6.2% 7
2023
Q2 		$7.53M Buy
200,093
+1,030
+0.5% +$39.6K 6.29% 7
2023
Q1 		$7.71M Sell
199,063
-7,033
-3% -$272K 6.47% 6
2022
Q4 		$7.3M Buy
206,096
+205,296
+25,662% +$6.74M 6.38% 6
2022
Q3 		$22.6K Buy
+800
New +$23.6K 0.02% 93
2022
Q2 		– Sell
-262,291
Closed -$8.97M – 38
2022
Q1 		$8.97M Buy
+262,291
New +$10.8M 5.7% 7
2021
Q4 		– Sell
-262,291
Closed -$8.97M – 43
2021
Q3 		$8.97M Buy
262,291
+21,696
+9% +$786K 5.7% 7
2021
Q2 		$8.94M Buy
240,595
+232,092
+2,730% +$9.17M 5.75% 7
2021
Q1 		$302K Buy
+8,503
New +$296K 2.29% 15

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legend Financial Advisors's COPX Position: Q1 2026 in Review

Legend Financial Advisors reduced its Global X Copper Miners ETF NEW (COPX) stake by 46% in Q1 2026, selling an estimated $6.27M and leaving 87,925 shares worth $6.71M. The position accounts for 4.33% of the portfolio, ranked #12.

Legend Financial Advisors first reported a position in COPX in Q1 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q3 2025. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

  • Legend Financial Advisors held 87,925 shares of Global X Copper Miners ETF NEW worth $6.71M as of Q1 2026.
  • Legend Financial Advisors sold 75,699 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $6.27M.
  • Global X Copper Miners ETF NEW made up 4.33% of Legend Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Legend Financial Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and has held it in 19 quarters since.
  • Legend Financial Advisors's Global X Copper Miners ETF NEW position peaked at $11.9M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.