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

PCG 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 		$5.53M Sell
72,474
-35,804
-33% -$2.97M 1.4% 19
2025
Q4 		$7.77M Buy
108,278
+41,947
+63% +$2.69M 2.2% 9
2025
Q3 		$3.97M Sell
66,331
-2,734
-4% -$132K 1.16% 28
2025
Q2 		$3.11M Buy
69,065
+5,393
+8% +$215K 1.59% 18
2025
Q1 		$2.49M Buy
63,672
+18,633
+41% +$746K 0.87% 38
2024
Q4 		$1.72M Buy
45,039
+591
+1% +$25.6K 0.63% 50
2024
Q3 		$2.1M Buy
44,448
+20,352
+84% +$878K 0.81% 40
2024
Q2 		$1.09M Buy
+24,096
New +$1.12M 0.47% 57

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return