Provident Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Provident Wealth 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
2022 Q4	–	Sell	-423	Closed	-$12K	–	93
2022 Q3	$12K	Hold	423	–	–	0.01%	82
2022 Q2	$13K	Sell	423 -216	-34%	-$8.47K	0.01%	84
2022 Q1	$29K	Sell	639 -5	-0.8%	-$206	0.02%	83
2021 Q4	$24K	Sell	644 -73	-10%	-$2.67K	0.02%	78
2021 Q3	$25K	Hold	717	–	–	0.02%	70
2021 Q2	$27K	Sell	717 -16,162	-96%	-$639K	0.02%	70
2021 Q1	$600K	Buy	+16,879	New	+$587K	0.66%	24

Other funds holding COPX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Provident Wealth Management's COPX Position: Q4 2022 in Review

Provident Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 423 shares — an estimated $12K sold.

Provident Wealth Management first reported a position in COPX in Q1 2021 and held it in 7 quarters. The position peaked at $600K in Q1 2021. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

Provident Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
Provident Wealth Management sold 423 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $12K.
Provident Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 7 quarters.
Provident Wealth Management's Global X Copper Miners ETF NEW position peaked at $600K in Q1 2021.
128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Provident Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.