Marathon Capital Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Marathon Capital Management’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	$240K	Buy	3,139 +90	+3%	+$7.46K	0.05%	150
2025 Q4	$219K	Buy	+3,049	New	+$195K	0.05%	153
2025 Q3	–	Sell	-6,594	Closed	-$297K	–	166
2025 Q2	$297K	Buy	6,594 +410	+7%	+$16.3K	0.08%	120
2025 Q1	$242K	Buy	6,184 +820	+15%	+$32.8K	0.06%	132
2024 Q4	$205K	Buy	5,364 +230	+4%	+$9.95K	0.05%	144
2024 Q3	$243K	Buy	+5,134	New	+$221K	0.06%	131

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Marathon Capital Management's COPX Position: Q1 2026 in Review

Marathon Capital Management increased its Global X Copper Miners ETF NEW (COPX) stake by 3% in Q1 2026, buying an estimated $7.46K and bringing the position to 3,139 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #150.

Marathon Capital Management first reported a position in COPX in Q3 2024 and has held it in 6 quarters since. The position peaked at $297K in Q2 2025. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Marathon Capital Management held 3,139 shares of Global X Copper Miners ETF NEW worth $240K as of Q1 2026.
Marathon Capital Management bought 90 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $7.46K.
Global X Copper Miners ETF NEW made up 0.05% of Marathon Capital Management's portfolio in Q1 2026, its #150 holding.
Marathon Capital Management first reported a position in Global X Copper Miners ETF NEW in Q3 2024 and has held it in 6 quarters since.
Marathon Capital Management's Global X Copper Miners ETF NEW position peaked at $297K in Q2 2025.
423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.