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

Robertson Stephens 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
2026 Q2	$900K	Buy	11,650 +2,200	+23%	+$183K	0.02%	334
2026 Q1	$722K	Buy	9,450 +1,600	+20%	+$133K	0.02%	356
2025 Q4	$577K	Hold	7,850	–	–	0.02%	398
2025 Q3	$470K	Hold	7,850	–	–	0.01%	368
2025 Q2	$355K	Hold	7,850	–	–	0.01%	427
2025 Q1	$307K	Hold	7,850	–	–	0.01%	452
2024 Q4	$304K	Hold	7,850	–	–	0.01%	464
2024 Q3	$371K	Sell	7,850 -18	-0.2%	-$776	0.01%	484
2024 Q2	$356K	Sell	7,868 -2,982	-27%	-$139K	0.02%	387
2024 Q1	$460K	Sell	10,850 -1,000	-8%	-$37.2K	0.02%	354
2023 Q4	$449K	Buy	11,850 +250	+2%	+$8.7K	0.03%	325
2023 Q3	$422K	Buy	11,600 +500	+5%	+$19.1K	0.03%	327
2023 Q2	$424K	Buy	11,100 +250	+2%	+$9.6K	0.03%	306
2023 Q1	$420K	Sell	10,850 -4,750	-30%	-$184K	0.03%	313
2022 Q4	$559K	Hold	15,600	–	–	0.05%	250
2022 Q3	$440K	Buy	15,600 +9,000	+136%	+$266K	0.05%	234
2022 Q2	$204K	Buy	+6,600	New	+$259K	0.02%	357

Other funds holding COPX

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Robertson Stephens Wealth Management's COPX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Global X Copper Miners ETF NEW (COPX) stake by 23% in Q2 2026, buying an estimated $183K and bringing the position to 11,650 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #334.

Robertson Stephens Wealth Management first reported a position in COPX in Q2 2022 and has held it in 17 quarters since. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Robertson Stephens Wealth Management held 11,650 shares of Global X Copper Miners ETF NEW worth $900K as of Q2 2026.
Robertson Stephens Wealth Management bought 2,200 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $183K.
Global X Copper Miners ETF NEW made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #334 holding.
Robertson Stephens Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2022 and has held it in 17 quarters since.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.