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GoalVest Advisory’s Copa Holdings CPA Stock Holding History

GoalVest Advisory’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 		$6.86K Buy
+52
New +$7.11K ﹤0.01% 503

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's CPA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Copa Holdings (CPA) in Q3 2026: 52 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

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

  • GoalVest Advisory held 52 shares of Copa Holdings worth $6.86K as of Q3 2026.
  • Copa Holdings was a new GoalVest Advisory position in Q3 2026.
  • Copa Holdings made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #503 holding.
  • 7 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.