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 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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Navis Wealth Advisors's COPX Position: Q1 2026 in Review

Navis Wealth Advisors increased its Global X Copper Miners ETF NEW (COPX) stake by 2.2% in Q1 2026, buying an estimated $8.86K and bringing the position to 4,943 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #119.

Navis Wealth Advisors first reported a position in COPX in Q1 2022 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Navis Wealth Advisors held 4,943 shares of Global X Copper Miners ETF NEW worth $377K as of Q1 2026.
Navis Wealth Advisors bought 107 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $8.86K.
Global X Copper Miners ETF NEW made up 0.19% of Navis Wealth Advisors's portfolio in Q1 2026, its #119 holding.
Navis Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.