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Waverly Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Waverly Advisors’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 		$419K Sell
5,440
-1,026
-16% -$85.4K ﹤0.01% 1255
2026
Q1 		$494K Buy
6,466
+2,989
+86% +$248K ﹤0.01% 1093
2025
Q4 		$250K Buy
+3,477
New +$223K ﹤0.01% 1294

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
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's COPX Position: Q2 2026 in Review

Waverly Advisors reduced its Global X Copper Miners ETF NEW (COPX) stake by 16% in Q2 2026, selling an estimated $85.4K and leaving 5,440 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Waverly Advisors first reported a position in COPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $494K in Q1 2026. 477 funds tracked by Wall St. Rank hold COPX as of Q2 2026.

  • Waverly Advisors held 5,440 shares of Global X Copper Miners ETF NEW worth $419K as of Q2 2026.
  • Waverly Advisors sold 1,026 Global X Copper Miners ETF NEW shares in Q2 2026, an estimated $85.4K.
  • Global X Copper Miners ETF NEW made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1255 holding.
  • Waverly Advisors first reported a position in Global X Copper Miners ETF NEW in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Global X Copper Miners ETF NEW position peaked at $494K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.