Roehl & Yi Investment Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Roehl & Yi Investment 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 Q2	$98.2K	Buy	+98,159	New	+$8.17M	0.03%	187

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

Roehl & Yi Investment Advisors's COPX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Global X Copper Miners ETF NEW (COPX) in Q2 2026: 98,159 shares worth $98.2K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Roehl & Yi Investment Advisors held 98,159 shares of Global X Copper Miners ETF NEW worth $98.2K as of Q2 2026.
Global X Copper Miners ETF NEW was a new Roehl & Yi Investment Advisors position in Q2 2026.
Global X Copper Miners ETF NEW made up 0.03% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #187 holding.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.