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

Rise 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
2023 Q4	–	Sell	-50	Closed	-$1.83K	–	630
2023 Q3	$1.83K	Hold	50	–	–	﹤0.01%	479
2023 Q2	$1.87K	Hold	50	–	–	﹤0.01%	522
2023 Q1	$1.92K	Buy	50 +1	+2%	+$39	﹤0.01%	578
2022 Q4	$1.74K	Hold	49	–	–	﹤0.01%	589
2022 Q3	$1K	Buy	49 +1	+2%	+$30	﹤0.01%	613
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	620
2022 Q1	$2K	Buy	48 +1	+2%	+$41	﹤0.01%	527
2021 Q4	$1.75K	Buy	+47	New	+$1.72K	﹤0.01%	549

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

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

Rise Advisors's COPX Position: Q4 2023 in Review

Rise Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2023, closing a stake of 50 shares — an estimated $1.83K sold.

Rise Advisors first reported a position in COPX in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 155 funds tracked by Wall St. Rank hold COPX as of Q4 2023.

Rise Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 50 Global X Copper Miners ETF NEW shares in Q4 2023, an estimated $1.83K.
Rise Advisors first reported a position in Global X Copper Miners ETF NEW in Q4 2021 and held it in 8 quarters.
Rise Advisors's Global X Copper Miners ETF NEW position peaked at $2K in Q1 2022.
155 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.