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

Stapp 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
2022
Q4 		– Sell
-35
Closed -$1K – 35
2022
Q3 		$1K Buy
+35
New +$1.03K ﹤0.01% 98

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CI
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Morgan Stanley
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Bank of America
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stapp Wealth Management's COPX Position: Q4 2022 in Review

Stapp Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 35 shares — an estimated $1K sold.

Stapp Wealth Management first reported a position in COPX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

  • Stapp Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 35 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $1K.
  • Stapp Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Global X Copper Miners ETF NEW position peaked at $1K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.