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

SeaCrest 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
2023 Q2	–	Sell	-9,144	Closed	-$354K	–	637
2023 Q1	$354K	Buy	+9,144	New	+$354K	0.05%	419
2019 Q2	–	Sell	-500	Closed	-$11K	–	770
2019 Q1	$11K	Buy	+500	New	+$10.3K	﹤0.01%	1487
2018 Q1	–	Sell	-33	Closed	-$1K	–	2206
2017 Q4	$1K	Buy	+33	New	+$848	﹤0.01%	2081

Other funds holding COPX

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

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

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

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

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

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

HIIFS

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

Jane Street New York $777B AUM 61.18% 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

SeaCrest Wealth Management's COPX Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2023, closing a stake of 9,144 shares — an estimated $354K sold.

SeaCrest Wealth Management first reported a position in COPX in Q4 2017 and held it in 3 quarters. The position peaked at $354K in Q1 2023. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

SeaCrest Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 9,144 Global X Copper Miners ETF NEW shares in Q2 2023, an estimated $354K.
SeaCrest Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q4 2017 and held it in 3 quarters.
SeaCrest Wealth Management's Global X Copper Miners ETF NEW position peaked at $354K in Q1 2023.
157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.