Merit Financial Group
COPX icon

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

Merit Financial Group’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
Q3 		$444K Sell
5,241
-378
-7% -$32K ﹤0.01% 1644
2026
Q2 		$432K Buy
5,619
+2,588
+85% +$215K ﹤0.01% 1581
2026
Q1 		$231K Buy
+3,031
New +$251K ﹤0.01% 1824

Other funds holding COPX

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Merit Financial Group's COPX Position: Q3 2026 in Review

Merit Financial Group reduced its Global X Copper Miners ETF NEW (COPX) stake by 6.7% in Q3 2026, selling an estimated $32K and leaving 5,241 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Merit Financial Group first reported a position in COPX in Q1 2026 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold COPX as of Q3 2026.

  • Merit Financial Group held 5,241 shares of Global X Copper Miners ETF NEW worth $444K as of Q3 2026.
  • Merit Financial Group sold 378 Global X Copper Miners ETF NEW shares in Q3 2026, an estimated $32K.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1644 holding.
  • Merit Financial Group first reported a position in Global X Copper Miners ETF NEW in Q1 2026 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.