Northeast Planning Associates NH’s Global X Copper Miners ETF NEW COPX Stock Holding History

Northeast Planning Associates NH’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	$2.97M	Sell	42,156 -84	-0.2%	-$6.99K	2.22%	12
2026 Q1	$3.23M	Buy	42,240 +4,995	+13%	+$414K	2.17%	11
2025 Q4	$2.67M	Buy	+37,245	New	+$2.39M	1.89%	14

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

Northeast Planning Associates NH's COPX Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Global X Copper Miners ETF NEW (COPX) stake by 0.2% in Q2 2026, selling an estimated $6.99K and leaving 42,156 shares worth $2.97M. The position accounts for 2.22% of the portfolio, ranked #12.

Northeast Planning Associates NH first reported a position in COPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.23M in Q1 2026. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Northeast Planning Associates NH held 42,156 shares of Global X Copper Miners ETF NEW worth $2.97M as of Q2 2026.
Northeast Planning Associates NH sold 84 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $6.99K.
Global X Copper Miners ETF NEW made up 2.22% of Northeast Planning Associates NH's portfolio in Q2 2026, its #12 holding.
Northeast Planning Associates NH first reported a position in Global X Copper Miners ETF NEW in Q4 2025 and has held it in 3 quarters since.
Northeast Planning Associates NH's Global X Copper Miners ETF NEW position peaked at $3.23M in Q1 2026.
477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.