Root Financial Partners
COPX icon

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

Root Financial Partners’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
Q3 		$339 Buy
+4
New +$338 ﹤0.01% 3362
2026
Q2 		– Sell
-206
Closed -$15.7K – 991
2026
Q1 		$15.7K Buy
+206
New +$17.1K ﹤0.01% 1458

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Temasek Holdings
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J. Safra Asset Management
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Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
MFA Wealth Advisors
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Barclays
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Root Financial Partners's COPX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X Copper Miners ETF NEW (COPX) in Q3 2026: 4 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #3362 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COPX as recently as Q1 2026.

Root Financial Partners first reported a position in COPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.7K in Q1 2026. 263 funds tracked by Wall St. Rank hold COPX as of Q3 2026.

  • Root Financial Partners held 4 shares of Global X Copper Miners ETF NEW worth $339 as of Q3 2026.
  • Global X Copper Miners ETF NEW was a new Root Financial Partners position in Q3 2026.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3362 holding.
  • Root Financial Partners first reported a position in Global X Copper Miners ETF NEW in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Global X Copper Miners ETF NEW position peaked at $15.7K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.