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

Western 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
2022 Q4	–	Sell	-16,916	Closed	-$477K	–	638
2022 Q3	$477K	Buy	16,916 +24	+0.1%	+$709	0.03%	500
2022 Q2	$514K	Sell	16,892 -1	-0%	-$39	0.03%	464
2022 Q1	$768K	Buy	16,893 +8,382	+98%	+$345K	0.04%	402
2021 Q4	$315K	Buy	+8,511	New	+$312K	0.03%	452
2021 Q2	$448K	Buy	12,024 +1,678	+16%	+$66.3K	0.05%	383
2021 Q1	$368K	Sell	10,346 -3,195	-24%	-$111K	0.05%	358
2020 Q4	$411K	Buy	+13,541	New	+$338K	0.06%	292
2020 Q3	–	Sell	-77,102	Closed	-$1.36M	–	453
2020 Q2	$1.36M	Buy	+77,102	New	+$1.15M	0.25%	100

Other funds holding COPX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Western Wealth Management's COPX Position: Q4 2022 in Review

Western Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 16,916 shares — an estimated $477K sold.

Western Wealth Management first reported a position in COPX in Q2 2020 and held it in 8 quarters. The position peaked at $1.36M in Q2 2020. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

Western Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 16,916 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $477K.
Western Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2020 and held it in 8 quarters.
Western Wealth Management's Global X Copper Miners ETF NEW position peaked at $1.36M in Q2 2020.
128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.