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

McKinley 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
2024 Q2	$695K	Buy	15,414 +5,490	+55%	+$256K	0.12%	104
2024 Q1	$421K	Buy	9,924 +61	+0.6%	+$2.27K	0.05%	157
2023 Q4	$370K	Buy	9,863 +115	+1%	+$4K	0.05%	149
2023 Q3	$355K	Buy	9,748 +1,396	+17%	+$53.2K	0.05%	158
2023 Q2	$314K	Hold	8,352	–	–	0.04%	156
2023 Q1	$323K	Hold	8,352	–	–	0.04%	158
2022 Q4	$296K	Buy	+8,352	New	+$274K	0.04%	164
2022 Q3	–	Sell	-13,051	Closed	-$396K	–	167
2022 Q2	$396K	Buy	13,051 +4,518	+53%	+$177K	0.05%	165
2022 Q1	$389K	Buy	8,533 +2,471	+41%	+$102K	0.04%	167
2021 Q4	$224K	Buy	+6,062	New	+$222K	0.02%	172

Other funds holding COPX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

McKinley Capital Management's COPX Position: Q2 2024 in Review

McKinley Capital Management increased its Global X Copper Miners ETF NEW (COPX) stake by 55% in Q2 2024, buying an estimated $256K and bringing the position to 15,414 shares worth $695K. The position accounts for 0.12% of the portfolio, ranked #104.

McKinley Capital Management first reported a position in COPX in Q4 2021 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold COPX as of Q2 2024.

McKinley Capital Management held 15,414 shares of Global X Copper Miners ETF NEW worth $695K as of Q2 2024.
McKinley Capital Management bought 5,490 Global X Copper Miners ETF NEW shares in Q2 2024, an estimated $256K.
Global X Copper Miners ETF NEW made up 0.12% of McKinley Capital Management's portfolio in Q2 2024, its #104 holding.
McKinley Capital Management first reported a position in Global X Copper Miners ETF NEW in Q4 2021 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.