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Spire Wealth Management’s Copa Holdings CPA Stock Holding History

Spire 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 		– Sell
-25
Closed -$2.83K – 2258
2026
Q1 		$2.83K Hold
25
– – ﹤0.01% 1972
2025
Q4 		$3K Buy
+25
New +$3.06K ﹤0.01% 2019

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Spire Wealth Management's CPA Position: Q2 2026 in Review

Spire Wealth Management sold out of Copa Holdings (CPA) in Q2 2026, closing a stake of 25 shares — an estimated $2.83K sold.

Spire Wealth Management first reported a position in CPA in Q4 2025 and held it in 2 quarters. The position peaked at $3K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Spire Wealth Management reported no remaining Copa Holdings position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 25 Copa Holdings shares in Q2 2026, an estimated $2.83K.
  • Spire Wealth Management first reported a position in Copa Holdings in Q4 2025 and held it in 2 quarters.
  • Spire Wealth Management's Copa Holdings position peaked at $3K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.