COPX β€” GLOBAL X

Ownership history in IAG Wealth Partners, LLC  Β·  8 quarters on record

AI Ownership Summary

IAG Wealth Partners, LLC reported GLOBAL X (COPX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows COPX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAG Wealth Partners, LLC's position in GLOBAL X, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

COPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IAG Wealth Partners, LLC held COPX β€” position size vs. price
% of Fund (quarterly)    COPX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 310 β€” 0% 0.00% $19K 2025-11-12 $61.87
2025 Q2 UNCHANGED 310 β€” 0% 0.00% $14K 2025-08-13 $46.18
2025 Q1 UNCHANGED 310 β€” 0% 0.00% $12K 2025-04-16 $35.18
2024 Q4 UNCHANGED 310 β€” 0% 0.00% $12K 2025-02-10 $40.59
2024 Q3 UNCHANGED 310 β€” 0% 0.00% $15K 2024-10-29 $43.17
2024 Q2 UNCHANGED 310 β€” 0% 0.00% $14K 2024-07-16 $44.65
2024 Q1 UNCHANGED 310 β€” 0% 0.00% $13K 2024-04-24 $42.61
2023 Q4 INITIATED 310 β€” β€” 0.00% $12K 2024-02-02 $34.20

FAQ About IAG Wealth Partners, LLC and COPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has IAG Wealth Partners, LLC reported owning COPX?

IAG Wealth Partners, LLC reported COPX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported COPX position in IAG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for COPX was 0.00% in 2024 Q1.

What is the latest reported COPX position on this page?

The most recent filing on this page is 2025 Q3, when IAG Wealth Partners, LLC reported 310 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this COPX ownership page compare?

The chart compares IAG Wealth Partners, LLC's quarterly COPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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