West Oak Capital’s Global X Copper Miners ETF NEW COPX Stock Holding History

West Oak Capital’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
2025 Q3	$6.9K	Hold	115	–	–	﹤0.01%	225
2025 Q2	$5.2K	Hold	115	–	–	﹤0.01%	258
2025 Q1	$4.5K	Hold	115	–	–	﹤0.01%	261
2024 Q4	$4.4K	Hold	115	–	–	﹤0.01%	264
2024 Q3	$5.4K	Hold	115	–	–	﹤0.01%	262
2024 Q2	$5.19K	Hold	115	–	–	﹤0.01%	271
2024 Q1	$5K	Hold	115	–	–	﹤0.01%	266
2023 Q4	$4K	Hold	115	–	–	﹤0.01%	272
2023 Q3	$4K	Hold	115	–	–	﹤0.01%	272
2023 Q2	$4.33K	Hold	115	–	–	﹤0.01%	277
2023 Q1	$4.45K	Hold	115	–	–	﹤0.01%	276
2022 Q4	$4K	Hold	115	–	–	﹤0.01%	243
2022 Q3	$3K	Hold	115	–	–	﹤0.01%	294
2022 Q2	$3K	Buy	+115	New	+$4.51K	﹤0.01%	290

Other funds holding COPX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

West Oak Capital's COPX Position: Q3 2025 in Review

West Oak Capital held its Global X Copper Miners ETF NEW (COPX) position steady in Q3 2025 at 115 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

West Oak Capital first reported a position in COPX in Q2 2022 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold COPX as of Q3 2025.

West Oak Capital held 115 shares of Global X Copper Miners ETF NEW worth $6.9K as of Q3 2025.
West Oak Capital left its Global X Copper Miners ETF NEW share count unchanged in Q3 2025.
Global X Copper Miners ETF NEW made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #225 holding.
West Oak Capital first reported a position in Global X Copper Miners ETF NEW in Q2 2022 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.