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Toth Financial Advisory’s Copa Holdings CPA Stock Holding History

Toth Financial 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
Q2 		$46.7K Hold
300
– – ﹤0.01% 392
2026
Q1 		$34.1K Sell
300
-135
-31% -$17.7K ﹤0.01% 412
2025
Q4 		$52.5K Sell
435
-2,890
-87% -$354K 0.01% 349
2025
Q3 		$395K Buy
+3,325
New +$380K 0.04% 183

Other funds holding CPA

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's CPA Position: Q2 2026 in Review

Toth Financial Advisory held its Copa Holdings (CPA) position steady in Q2 2026 at 300 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Toth Financial Advisory first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. The position peaked at $395K in Q3 2025. 28 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Toth Financial Advisory held 300 shares of Copa Holdings worth $46.7K as of Q2 2026.
  • Toth Financial Advisory left its Copa Holdings share count unchanged in Q2 2026.
  • Copa Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #392 holding.
  • Toth Financial Advisory first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Copa Holdings position peaked at $395K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.