Lugano Financial Advisors SA (LFA)’s Global X Copper Miners ETF NEW COPX Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2022 Q1	–	Sell	-2,308	Closed	-$85K	–	114
2021 Q4	$85K	Hold	2,308	–	–	0.05%	76
2021 Q3	$79K	Hold	2,308	–	–	0.05%	70
2021 Q2	$86K	Hold	2,308	–	–	0.05%	69
2021 Q1	$82K	Sell	2,308 -2,666	-54%	-$92.7K	0.06%	70
2020 Q4	$151K	Sell	4,974 -5,026	-50%	-$126K	0.12%	69
2020 Q3	$222K	Buy	+10,000	New	+$208K	0.21%	62

Other funds holding COPX

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s COPX Position: Q1 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2022, closing a stake of 2,308 shares — an estimated $85K sold.

Lugano Financial Advisors SA (LFA) first reported a position in COPX in Q3 2020 and held it in 6 quarters. The position peaked at $222K in Q3 2020. 138 funds tracked by Wall St. Rank hold COPX as of Q1 2022.

Lugano Financial Advisors SA (LFA) reported no remaining Global X Copper Miners ETF NEW position as of Q1 2022 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,308 Global X Copper Miners ETF NEW shares in Q1 2022, an estimated $85K.
Lugano Financial Advisors SA (LFA) first reported a position in Global X Copper Miners ETF NEW in Q3 2020 and held it in 6 quarters.
Lugano Financial Advisors SA (LFA)'s Global X Copper Miners ETF NEW position peaked at $222K in Q3 2020.
138 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2022, filed 9 May 2022.