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

TCFG 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
2026
Q1 		$271K Sell
3,545
-4,095
-54% -$339K 0.1% 211
2025
Q4 		$548K Buy
+7,640
New +$490K 0.21% 122
2024
Q4 		– Sell
-4,925
Closed -$233K – 228
2024
Q3 		$233K Buy
+4,925
New +$212K 0.12% 191

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCFG Wealth Management's COPX Position: Q1 2026 in Review

TCFG Wealth Management reduced its Global X Copper Miners ETF NEW (COPX) stake by 54% in Q1 2026, selling an estimated $339K and leaving 3,545 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #211.

TCFG Wealth Management first reported a position in COPX in Q3 2024 and has held it in 3 quarters since. The position peaked at $548K in Q4 2025. 426 funds tracked by Wall St. Rank hold COPX as of Q1 2026.

  • TCFG Wealth Management held 3,545 shares of Global X Copper Miners ETF NEW worth $271K as of Q1 2026.
  • TCFG Wealth Management sold 4,095 Global X Copper Miners ETF NEW shares in Q1 2026, an estimated $339K.
  • Global X Copper Miners ETF NEW made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #211 holding.
  • TCFG Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q3 2024 and has held it in 3 quarters since.
  • TCFG Wealth Management's Global X Copper Miners ETF NEW position peaked at $548K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.