IFP Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $129K | Buy |
831
+810
| +3,857% | +$105K | ﹤0.01% | 1799 |
|
|
2026
Q1 | $2.39K | Hold |
21
| – | – | ﹤0.01% | 3898 |
|
|
2025
Q4 | $2.53K | Buy |
+21
| New | +$2.57K | ﹤0.01% | 3743 |
|
|
2025
Q3 | – | Sell |
-48
| Closed | -$5.28K | – | 4851 |
|
|
2025
Q2 | $5.28K | Sell |
48
-58
| -55% | -$5.73K | ﹤0.01% | 3341 |
|
|
2025
Q1 | $9.8K | Buy |
106
+28
| +36% | +$2.6K | ﹤0.01% | 2585 |
|
|
2024
Q4 | $6.86K | Buy |
78
+30
| +63% | +$2.85K | ﹤0.01% | 2681 |
|
|
2024
Q3 | $4.5K | Hold |
48
| – | – | ﹤0.01% | 2699 |
|
|
2024
Q2 | $4.57K | Buy |
48
+41
| +586% | +$4.09K | ﹤0.01% | 2590 |
|
|
2024
Q1 | $687 | Hold |
7
| – | – | ﹤0.01% | 2932 |
|
|
2023
Q4 | $700 | Sell |
7
-3,396
| -100% | -$311K | ﹤0.01% | 2846 |
|
|
2023
Q3 | $303K | Buy |
3,403
+3,337
| +5,056% | +$347K | 0.01% | 772 |
|
|
2023
Q2 | $7.3K | Hold |
66
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q1 | $8.8K | Sell |
66
-259
| -80% | -$23.5K | ﹤0.01% | 2346 |
|
|
2022
Q4 | $53K | Buy |
325
+35
| +12% | +$2.75K | ﹤0.01% | 2197 |
|
|
2022
Q3 | $48K | Buy |
290
+68
| +31% | +$4.73K | ﹤0.01% | 2391 |
|
|
2022
Q2 | $29K | Hold |
222
| – | – | ﹤0.01% | 2543 |
|
|
2022
Q1 | $29K | Buy |
+222
| New | +$18.3K | ﹤0.01% | 2543 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$8.01K | – | 2971 |
|
|
2020
Q3 | $6K | Buy |
+120
| New | +$6.06K | ﹤0.01% | 2087 |
|
|
2020
Q1 | – | Sell |
-112
| Closed | -$9.58K | – | 2793 |
|
|
2019
Q4 | $12K | Buy |
112
+12
| +12% | +$1.25K | ﹤0.01% | 1833 |
|
|
2019
Q3 | $10K | Buy |
+100
| New | +$10.1K | ﹤0.01% | 2065 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 3574 |
|
|
2018
Q3 | $1K | Buy |
+12
| New | +$1.05K | ﹤0.01% | 3660 |
|
|
2018
Q2 | – | Sell |
-84
| Closed | -$11K | – | 3899 |
|
|
2018
Q1 | $11K | Hold |
84
| – | – | ﹤0.01% | 2719 |
|
|
2017
Q4 | $11K | Sell |
84
-108
| -56% | -$14.1K | ﹤0.01% | 2758 |
|
|
2017
Q3 | $24K | Sell |
192
-360
| -65% | -$45.5K | ﹤0.01% | 2473 |
|
|
2017
Q2 | $65K | Buy |
552
+435
| +372% | +$50.1K | ﹤0.01% | 1787 |
|
|
2017
Q1 | $13K | Buy |
117
+17
| +17% | +$1.73K | ﹤0.01% | 2761 |
|
|
2016
Q4 | $9K | Buy |
+100
| New | +$9.06K | ﹤0.01% | 2960 |
|
|
2016
Q3 | – | Sell |
-142
| Closed | -$7K | – | 3919 |
|
|
2016
Q2 | $7K | Buy |
+142
| New | +$8.2K | ﹤0.01% | 2932 |
|
|
2016
Q1 | – | Sell |
-95
| Closed | -$5K | – | 2547 |
|
|
2015
Q4 | $5K | Buy |
+95
| New | +$4.95K | ﹤0.01% | 2943 |
|
Other funds holding CPA
SIM
BIP
IFP Advisors's CPA Position: Q2 2026 in Review
IFP Advisors increased its Copa Holdings (CPA) stake by 3,857% in Q2 2026, buying an estimated $105K and bringing the position to 831 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.
IFP Advisors first reported a position in CPA in Q4 2015 and has held it in 29 quarters since. The position peaked at $303K in Q3 2023. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.
- IFP Advisors held 831 shares of Copa Holdings worth $129K as of Q2 2026.
- IFP Advisors bought 810 Copa Holdings shares in Q2 2026, an estimated $105K.
- Copa Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1799 holding.
- IFP Advisors first reported a position in Copa Holdings in Q4 2015 and has held it in 29 quarters since.
- IFP Advisors's Copa Holdings position peaked at $303K in Q3 2023.
- 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.