Ashton Thomas Private Wealth’s Copa Holdings CPA Stock Holding History

Ashton Thomas Private Wealth’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	$276K	Buy	+1,777	New	+$231K	0.01%	1021
2024 Q3	–	Sell	-34	Closed	-$3.24K	–	870
2024 Q2	$3.24K	Sell	34 -2,695	-99%	-$269K	﹤0.01%	1661
2024 Q1	$284K	Buy	2,729 +5	+0.2%	+$497	0.02%	501
2023 Q4	$290K	Sell	2,724 -10	-0.4%	-$915	0.02%	501
2023 Q3	$244K	Buy	2,734 +11	+0.4%	+$1.14K	0.02%	508
2023 Q2	$301K	Buy	+2,723	New	+$273K	0.02%	479

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

Ashton Thomas Private Wealth's CPA Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Copa Holdings (CPA) in Q2 2026: 1,777 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in CPA as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in CPA in Q2 2023 and has held it in 6 quarters since. The position peaked at $301K in Q2 2023. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Ashton Thomas Private Wealth held 1,777 shares of Copa Holdings worth $276K as of Q2 2026.
Copa Holdings was a new Ashton Thomas Private Wealth position in Q2 2026.
Copa Holdings made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1021 holding.
Ashton Thomas Private Wealth first reported a position in Copa Holdings in Q2 2023 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's Copa Holdings position peaked at $301K in Q2 2023.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.