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Mark Sheptoff Financial Planning’s Global X Copper Miners ETF NEW COPX Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		$4.62K Hold
60
– – ﹤0.01% 456
2026
Q1 		$4.69K Buy
+60
New +$4.97K ﹤0.01% 443

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's COPX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 60 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Mark Sheptoff Financial Planning first reported a position in COPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.69K in Q1 2026. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 60 shares of Global X Copper Miners ETF NEW worth $4.62K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #456 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X Copper Miners ETF NEW in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Global X Copper Miners ETF NEW position peaked at $4.69K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.