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Institute for Wealth Management’s Copa Holdings CPA Stock Holding History

Institute for Wealth Management’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 		$7.78K Buy
+50
New +$6.51K ﹤0.01% 1371

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Institute for Wealth Management's CPA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Copa Holdings (CPA) in Q2 2026: 50 shares worth $7.78K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

160 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Institute for Wealth Management held 50 shares of Copa Holdings worth $7.78K as of Q2 2026.
  • Copa Holdings was a new Institute for Wealth Management position in Q2 2026.
  • Copa Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1371 holding.
  • 160 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.