MWM
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Modern Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Modern Wealth 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
Q2 		$383K Buy
4,979
+289
+6% +$24.1K ﹤0.01% 794
2026
Q1 		$367K Buy
4,690
+177
+4% +$14.7K 0.01% 655
2025
Q4 		$324K Buy
+4,513
New +$289K 0.01% 663

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

Modern Wealth Management's COPX Position: Q2 2026 in Review

Modern Wealth Management increased its Global X Copper Miners ETF NEW (COPX) stake by 6.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,979 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Modern Wealth Management first reported a position in COPX in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

  • Modern Wealth Management held 4,979 shares of Global X Copper Miners ETF NEW worth $383K as of Q2 2026.
  • Modern Wealth Management bought 289 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $24.1K.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Modern Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q4 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.