WT Wealth Management COPX — GLOBAL X FDS

Ownership history in WT Wealth Management  ·  8 quarters on record

AI Ownership Summary

WT Wealth Management reported GLOBAL X FDS (COPX) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.4% in 2026 Q1. The latest visible filing shows COPX at 0.37% 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 WT Wealth Management's position in GLOBAL X FDS, 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
2026 Q3

COPX was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 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.

COPX stock page WT Wealth Management fund profile WT Wealth Management full holdings
How WT Wealth Management held COPX — position size vs. price
% of Fund (quarterly)    COPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 15,714 +1,690 +12.1% 0.37% $1.3M 2026-10-13 $84.40
2026 Q2 REDUCED 20.5% +10.8% ❌ 14,024 -3,608 -20.5% 0.30% $1.1M 2026-07-23 $78.37
2026 Q1 ADDED — — — 17,632 +428 +2.5% 0.40% $1.3M 2026-04-21 $81.19
2025 Q4 ADDED — — — 17,204 +88 +0.5% 0.36% $1.2M 2026-02-02 $84.91
2025 Q3 ADDED — — — 17,116 +74 +0.4% 0.29% $1.0M 2025-10-22 $57.49
2025 Q2 ADDED — — — 17,042 +3,739 +28.1% 0.23% $767K 2025-09-10 $50.43
2025 Q1 ADDED — — — 13,303 +4,941 +59.1% 0.17% $520K 2025-05-06 $38.17
2024 Q4 INITIATED — — — 8,362 — — 0.10% $319K 2025-02-05 $38.37

🏢 Other funds also holding COPX

As of 2026 Q3 — sorted by position size

Lake Hills Wealth Management, LLC 3Y 2.14% MFA WEALTH ADVISORS, LLC 3Y 7Y 1.88% Miller Global Investments, LLC 1.18% GK Wealth Management LLC 0.82% Terra Nova Asset Management LLC 3Y 7Y 0.61% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.59% Tactive Advisors, LLC 0.58% MOULTON WEALTH MANAGEMENT, INC 3Y 0.54% Stonebridge Financial Group, LLC 0.43% Lauer Wealth, LLC 3Y 0.35%

FAQ About WT Wealth Management and COPX

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

How long has WT Wealth Management reported owning COPX?

WT Wealth Management reported COPX across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported COPX position in WT Wealth Management's portfolio?

The largest reported portfolio weight for COPX was 0.40% in 2026 Q1.

What is the latest reported COPX position on this page?

The most recent filing on this page is 2026 Q3, when WT Wealth Management reported 15,714 shares, equal to 0.37% of portfolio, with an estimated market value of $1.3M.

What does the chart on this COPX ownership page compare?

The chart compares WT Wealth Management'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.

How well did WT Wealth Management time their COPX position?

Based on 13F filing dates vs. subsequent COPX price moves, WT Wealth Management correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on COPX relative to SPY over the holding period was +35.9%.

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