VisionPoint Advisory Group’s Global X Copper Miners ETF NEW COPX Stock Holding History

VisionPoint Advisory Group’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	$2.03M	Sell	23,961 -787	-3%	-$66.6K	0.32%	77
2026 Q2	$1.9M	Buy	24,748 +37	+0.1%	+$3.08K	0.31%	74
2026 Q1	$1.89M	Sell	24,711 -1,060	-4%	-$87.8K	0.36%	69
2025 Q4	$1.85M	Buy	25,771 +14,335	+125%	+$919K	0.36%	78
2025 Q3	$684K	Buy	+11,436	New	+$553K	0.14%	165

Other funds holding COPX

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

DWS

Dynamic Wealth Strategies Granite Bay, California $188M AUM 12.25% 1-Year Est. Return

VisionPoint Advisory Group's COPX Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Global X Copper Miners ETF NEW (COPX) stake by 3.2% in Q3 2026, selling an estimated $66.6K and leaving 23,961 shares worth $2.03M. The position accounts for 0.32% of the portfolio, ranked #77.

VisionPoint Advisory Group first reported a position in COPX in Q3 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold COPX as of Q3 2026.

VisionPoint Advisory Group held 23,961 shares of Global X Copper Miners ETF NEW worth $2.03M as of Q3 2026.
VisionPoint Advisory Group sold 787 Global X Copper Miners ETF NEW shares in Q3 2026, an estimated $66.6K.
Global X Copper Miners ETF NEW made up 0.32% of VisionPoint Advisory Group's portfolio in Q3 2026, its #77 holding.
VisionPoint Advisory Group first reported a position in Global X Copper Miners ETF NEW in Q3 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.