Aptus Capital Advisors, LLC

Position in CPA — Copa Holdings, S.A.

CIK 1664193 FAIRHOPE, AL

Position in CPA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$7,557,564

-$381,227 QoQ

Shares Held

66,522

+1.1% QoQ

Ownership

0.223%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 99.96993475842578.ToString("F0")% Shared 0.ToString("F0")% None 0.030065241574216046.ToString("F0")%

Industrials · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $9,096,027 across 4 Airlines names. CPA ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPA	Copa Holdings, S.A. This page	66,522	$7,557,564
2	DAL	Delta Air Lines, Inc.	10,254	$681,685
3	LUV	Southwest Airlines Co	13,294	$499,455
4	UAL	United Airlines Holdings, Inc.	3,881	$357,323

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,557,564	66,522	+1.1%	Shares	Sole	2026-05-11
2025-12-31	$7,938,791	65,822	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$7,787,106	65,537	+14.9%	Shares	Sole	2025-11-12
2025-06-30	$6,271,259	57,027	+22.8%	Shares	Sole	2025-08-11
2024-12-31	$4,080,619	46,434	+23.0%	Shares	Sole	2025-02-14
2024-09-30	$3,541,709	37,742	+15.5%	Shares	Sole	2024-11-05
2024-06-30	$3,111,243	32,688	+24.6%	Shares	Sole	2024-07-31
2024-03-31	$2,732,950	26,238	+406.4%	Shares	Sole	2024-05-15
2021-03-31	$418,572	5,181	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.