EWP
CPA icon

Elevation Wealth Partners’s Copa Holdings CPA Stock Holding History

Elevation Wealth Partners’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 		$35.1K Buy
266
+99
+59% +$13.5K 0.01% 487
2026
Q2 		$26K Buy
167
+118
+241% +$15.4K 0.01% 499
2026
Q1 		$5.57K Buy
49
+9
+23% +$1.18K ﹤0.01% 675
2025
Q4 		$4.83K Buy
40
+28
+233% +$3.42K ﹤0.01% 640
2025
Q3 		$1.43K Buy
+12
New +$1.37K ﹤0.01% 701

Other funds holding CPA

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's CPA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Copa Holdings (CPA) stake by 59% in Q3 2026, buying an estimated $13.5K and bringing the position to 266 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #487.

Elevation Wealth Partners first reported a position in CPA in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Elevation Wealth Partners held 266 shares of Copa Holdings worth $35.1K as of Q3 2026.
  • Elevation Wealth Partners bought 99 Copa Holdings shares in Q3 2026, an estimated $13.5K.
  • Copa Holdings made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #487 holding.
  • Elevation Wealth Partners first reported a position in Copa Holdings in Q3 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.