Navis Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Navis Wealth Advisors’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	$420K	Buy	4,960 +17	+0.3%	+$1.44K	0.16%	110
2026 Q2	$380K	Hold	4,943	–	–	0.14%	116
2026 Q1	$377K	Buy	4,943 +107	+2%	+$8.86K	0.19%	119
2025 Q4	$347K	Hold	4,836	–	–	0.15%	129
2025 Q3	$289K	Buy	4,836 +26	+0.5%	+$1.26K	0.22%	95
2025 Q2	$216K	Buy	+4,810	New	+$192K	0.18%	104
2024 Q4	–	Sell	-4,746	Closed	-$224K	–	105
2024 Q3	$224K	Buy	4,746 +15	+0.3%	+$647	0.24%	93
2024 Q2	$213K	Hold	4,731	–	–	0.24%	92
2024 Q1	$201K	Buy	+4,731	New	+$176K	0.24%	90
2022 Q2	–	Sell	-4,458	Closed	-$203K	–	99
2022 Q1	$203K	Buy	+4,458	New	+$183K	0.18%	100

Other funds holding COPX

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Navis Wealth Advisors's COPX Position: Q3 2026 in Review

Navis Wealth Advisors increased its Global X Copper Miners ETF NEW (COPX) stake by 0.34% in Q3 2026, buying an estimated $1.44K and bringing the position to 4,960 shares worth $420K. The position accounts for 0.16% of the portfolio, ranked #110.

Navis Wealth Advisors first reported a position in COPX in Q1 2022 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold COPX as of Q3 2026.

Navis Wealth Advisors held 4,960 shares of Global X Copper Miners ETF NEW worth $420K as of Q3 2026.
Navis Wealth Advisors bought 17 Global X Copper Miners ETF NEW shares in Q3 2026, an estimated $1.44K.
Global X Copper Miners ETF NEW made up 0.16% of Navis Wealth Advisors's portfolio in Q3 2026, its #110 holding.
Navis Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.