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 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Navis Wealth Advisors's COPX Position: Q2 2026 in Review

Navis Wealth Advisors held its Global X Copper Miners ETF NEW (COPX) position steady in Q2 2026 at 4,943 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #116.

Navis Wealth Advisors first reported a position in COPX in Q1 2022 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Navis Wealth Advisors held 4,943 shares of Global X Copper Miners ETF NEW worth $380K as of Q2 2026.
Navis Wealth Advisors left its Global X Copper Miners ETF NEW share count unchanged in Q2 2026.
Global X Copper Miners ETF NEW made up 0.14% of Navis Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Navis Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

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