Phoenix Financial’s Global X Copper Miners ETF NEW COPX Stock Holding History

Phoenix Financial’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	$64.2M	Buy	+840,486	New	+$69.6M	0.61%	42
2022 Q4	–	Sell	-2,021,400	Closed	-$57.3M	–	298
2022 Q3	$57.3M	Buy	+2,021,400	New	+$59.8M	1.26%	27
2022 Q1	–	Sell	-484,486	Closed	-$18M	–	414
2021 Q4	$18M	Sell	484,486 -2,807,828	-85%	-$103M	0.3%	83
2021 Q3	$113M	Buy	3,292,314 +1,996,800	+154%	+$72.4M	1.95%	9
2021 Q2	$48.3M	Sell	1,295,514 -595,659	-31%	-$23.5M	0.92%	38
2021 Q1	$67.3M	Buy	+1,891,173	New	+$65.8M	1.52%	12

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 $20.6B AUM 59.59% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial's COPX Position: Q1 2026 in Review

Phoenix Financial opened a new position in Global X Copper Miners ETF NEW (COPX) in Q1 2026: 840,486 shares worth $64.2M. The stake represents 0.61% of the portfolio and ranks #42 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in COPX as recently as Q3 2022.

Phoenix Financial first reported a position in COPX in Q1 2021 and has held it in 6 quarters since. The position peaked at $113M in Q3 2021. 424 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

Phoenix Financial held 840,486 shares of Global X Copper Miners ETF NEW worth $64.2M as of Q1 2026.
Global X Copper Miners ETF NEW was a new Phoenix Financial position in Q1 2026.
Global X Copper Miners ETF NEW made up 0.61% of Phoenix Financial's portfolio in Q1 2026, its #42 holding.
Phoenix Financial first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and has held it in 6 quarters since.
Phoenix Financial's Global X Copper Miners ETF NEW position peaked at $113M in Q3 2021.
424 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.