Superior Planning, LLC’s Copa Holdings CPA Stock Holding History

Superior Planning, LLC’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.75K	Buy	+36	New	+$4.92K	﹤0.01%	1220

Other funds holding CPA

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's CPA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Copa Holdings (CPA) in Q3 2026: 36 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

206 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

Superior Planning, LLC held 36 shares of Copa Holdings worth $4.75K as of Q3 2026.
Copa Holdings was a new Superior Planning, LLC position in Q3 2026.
Copa Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1220 holding.
206 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.