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

Mackenzie Financial’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
2023 Q3	–	Sell	-30,294	Closed	-$1.16M	–	1492
2023 Q2	$1.16M	Sell	30,294 -545,801	-95%	-$21M	﹤0.01%	833
2023 Q1	$22.3M	Sell	576,095 -288,189	-33%	-$11.2M	0.03%	320
2022 Q4	$30.6M	Buy	864,284 +936	+0.1%	+$30.7K	0.05%	266
2022 Q3	$24.4M	Buy	863,348 +3,106	+0.4%	+$91.8K	0.04%	290
2022 Q2	$26.1M	Buy	860,242 +10,197	+1%	+$400K	0.04%	284
2022 Q1	$38.7M	Buy	850,045 +47,585	+6%	+$1.96M	0.05%	255
2021 Q4	$29.6M	Buy	802,460 +1,850	+0.2%	+$67.8K	0.04%	299
2021 Q3	$27.4M	Sell	800,610 -28,718	-3%	-$1.04M	0.04%	299
2021 Q2	$30.8M	Buy	829,328 +133,536	+19%	+$5.28M	0.04%	274
2021 Q1	$24.7M	Buy	+695,792	New	+$24.2M	0.04%	288

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HIIFS

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Mackenzie Financial's COPX Position: Q3 2023 in Review

Mackenzie Financial sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 30,294 shares — an estimated $1.16M sold.

Mackenzie Financial first reported a position in COPX in Q1 2021 and held it in 10 quarters. The position peaked at $38.7M in Q1 2022. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

Mackenzie Financial reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
Mackenzie Financial sold 30,294 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $1.16M.
Mackenzie Financial first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 10 quarters.
Mackenzie Financial's Global X Copper Miners ETF NEW position peaked at $38.7M in Q1 2022.
149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on Mackenzie Financial's 13F filing for Q3 2023, filed 25 Oct 2023.