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

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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

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. 325 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.
  • 325 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.