Integrated Wealth Concepts’s Copa Holdings CPA Stock Holding History

Integrated Wealth Concepts’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	$76.4K	Buy	+491	New	+$63.9K	﹤0.01%	3020

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Integrated Wealth Concepts's CPA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Copa Holdings (CPA) in Q2 2026: 491 shares worth $76.4K. The stake represents ﹤0.01% of the portfolio and ranks #3020 among its holdings.

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

Integrated Wealth Concepts held 491 shares of Copa Holdings worth $76.4K as of Q2 2026.
Copa Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Copa Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3020 holding.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.