Osborne Partners Capital Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Osborne Partners Capital 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 Q1	–	Sell	-4,247	Closed	-$305K	–	198
2025 Q4	$305K	Buy	4,247 +507	+14%	+$32.5K	0.02%	175
2025 Q3	$224K	Buy	+3,740	New	+$181K	0.01%	198
2022 Q2	–	Sell	-9,637	Closed	-$439K	–	206
2022 Q1	$439K	Buy	9,637 +1,780	+23%	+$73.2K	0.03%	151
2021 Q4	$290K	Sell	7,857 -644	-8%	-$23.6K	0.02%	188
2021 Q3	$291K	Sell	8,501 -1,379	-14%	-$50K	0.02%	175
2021 Q2	$367K	Buy	9,880 +180	+2%	+$7.11K	0.03%	165
2021 Q1	$345K	Buy	+9,700	New	+$337K	0.03%	161

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

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

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Osborne Partners Capital Management's COPX Position: Q1 2026 in Review

Osborne Partners Capital Management sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2026, closing a stake of 4,247 shares — an estimated $305K sold.

Osborne Partners Capital Management first reported a position in COPX in Q1 2021 and held it in 7 quarters. The position peaked at $439K in Q1 2022. 426 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Osborne Partners Capital Management reported no remaining Global X Copper Miners ETF NEW position as of Q1 2026 after selling out during the quarter.
Osborne Partners Capital Management sold 4,247 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $305K.
Osborne Partners Capital Management first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 7 quarters.
Osborne Partners Capital Management's Global X Copper Miners ETF NEW position peaked at $439K in Q1 2022.
426 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.