Aptus Capital Advisors’s Copa Holdings CPA Stock Holding History

Aptus Capital Advisors’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 Q2	$10.4M	Buy	66,892 +370	+0.6%	+$48.2K	0.07%	225
2026 Q1	$7.56M	Buy	66,522 +700	+1%	+$91.9K	0.06%	266
2025 Q4	$7.94M	Buy	65,822 +285	+0.4%	+$34.9K	0.06%	248
2025 Q3	$7.79M	Buy	65,537 +8,510	+15%	+$974K	0.06%	249
2025 Q2	$6.27M	Buy	57,027 +4,785	+9%	+$472K	0.05%	265
2025 Q1	$4.83M	Buy	52,242 +5,808	+13%	+$539K	0.05%	284
2024 Q4	$4.08M	Buy	46,434 +8,692	+23%	+$824K	0.04%	302
2024 Q3	$3.54M	Buy	37,742 +5,054	+15%	+$457K	0.05%	252
2024 Q2	$3.11M	Buy	32,688 +6,450	+25%	+$644K	0.05%	245
2024 Q1	$2.73M	Buy	+26,238	New	+$2.61M	0.05%	263
2021 Q2	–	Sell	-5,181	Closed	-$419K	–	570
2021 Q1	$419K	Buy	+5,181	New	+$431K	0.02%	280

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

Aptus Capital Advisors's CPA Position: Q2 2026 in Review

Aptus Capital Advisors increased its Copa Holdings (CPA) stake by 0.56% in Q2 2026, buying an estimated $48.2K and bringing the position to 66,892 shares worth $10.4M. The position accounts for 0.07% of the portfolio, ranked #225.

Aptus Capital Advisors first reported a position in CPA in Q1 2021 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Aptus Capital Advisors held 66,892 shares of Copa Holdings worth $10.4M as of Q2 2026.
Aptus Capital Advisors bought 370 Copa Holdings shares in Q2 2026, an estimated $48.2K.
Copa Holdings made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #225 holding.
Aptus Capital Advisors first reported a position in Copa Holdings in Q1 2021 and has held it in 11 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.