CWM
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Copia Wealth Management’s A2Z Smart Technologies AZ Stock Holding History

Copia Wealth Management’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Hold
1,950
– – 0.01% 329
2026
Q1 		$13K Hold
1,950
– – 0.01% 303
2025
Q4 		$12.7K Hold
1,950
– – 0.01% 304
2025
Q3 		$15.6K Buy
+1,950
New +$18.5K 0.01% 278

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WRM
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DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Copia Wealth Management's AZ Position: Q2 2026 in Review

Copia Wealth Management held its A2Z Smart Technologies (AZ) position steady in Q2 2026 at 1,950 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #329.

Copia Wealth Management first reported a position in AZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.6K in Q3 2025. 50 funds tracked by Wall St. Rank hold AZ as of Q2 2026.

  • Copia Wealth Management held 1,950 shares of A2Z Smart Technologies worth $11.3K as of Q2 2026.
  • Copia Wealth Management left its A2Z Smart Technologies share count unchanged in Q2 2026.
  • A2Z Smart Technologies made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Copia Wealth Management first reported a position in A2Z Smart Technologies in Q3 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's A2Z Smart Technologies position peaked at $15.6K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held A2Z Smart Technologies as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.