Wealth Enhancement Advisory Services
CPA icon

Wealth Enhancement Advisory Services’s Copa Holdings CPA Stock Holding History

Wealth Enhancement Advisory Services’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 		$768K Buy
5,102
+3,136
+160% +$408K ﹤0.01% 2295
2026
Q1 		$225K Buy
1,966
+306
+18% +$40.2K ﹤0.01% 3045
2025
Q4 		$211K Buy
+1,660
New +$203K ﹤0.01% 3234

Other funds holding CPA

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Copa Holdings (CPA) stake by 160% in Q2 2026, buying an estimated $408K and bringing the position to 5,102 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Wealth Enhancement Advisory Services first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,102 shares of Copa Holdings worth $768K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,136 Copa Holdings shares in Q2 2026, an estimated $408K.
  • Copa Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2295 holding.
  • Wealth Enhancement Advisory Services first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.