Synergy Asset Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Synergy Asset 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	–	Sell	-6,630	Closed	-$506K	–	285
2026 Q1	$506K	Sell	6,630 -2,104	-24%	-$174K	0.05%	154
2025 Q4	$627K	Buy	+8,734	New	+$560K	0.07%	118
2025 Q1	–	Sell	-6	Closed	-$284	–	211
2024 Q4	$284	Buy	+6	New	+$260	﹤0.01%	812
2023 Q2	–	Sell	-5,468	Closed	-$212K	–	96
2023 Q1	$212K	Sell	5,468 -478	-8%	-$18.5K	0.05%	109
2022 Q4	$211K	Buy	+5,946	New	+$195K	0.05%	98
2021 Q4	–	Sell	-9,661	Closed	-$330K	–	112
2021 Q3	$330K	Buy	9,661 +2,856	+42%	+$103K	0.08%	71
2021 Q2	$253K	Buy	+6,805	New	+$269K	0.07%	83

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

Synergy Asset Management's COPX Position: Q2 2026 in Review

Synergy Asset Management sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2026, closing a stake of 6,630 shares — an estimated $506K sold.

Synergy Asset Management first reported a position in COPX in Q2 2021 and held it in 7 quarters. The position peaked at $627K in Q4 2025. 476 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

Synergy Asset Management reported no remaining Global X Copper Miners ETF NEW position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 6,630 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $506K.
Synergy Asset Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 7 quarters.
Synergy Asset Management's Global X Copper Miners ETF NEW position peaked at $627K in Q4 2025.
476 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.