EverSource Wealth Advisors, LLC

Position in CPA — Copa Holdings, S.A.

CIK 1710537 BIRMINGHAM, AL

Position in CPA

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$265,617

+$63,236 QoQ

Shares Held

2,338

+39.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $2,516,137 across 15 Airlines names. CPA ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	16,447	$1,093,390
2	UAL	United Airlines Holdings, Inc.	6,590	$606,734
3	CPA	Copa Holdings, S.A. This page	2,338	$265,617
4	RYAAY	Ryanair Holdings PLC	3,443	$199,000
5	LUV	Southwest Airlines Co	5,131	$192,768
6	ALK	Alaska Air Group, Inc.	959	$35,267
7	SKYW	Skywest Inc	346	$31,768
8	AAL	American Airlines Group Inc.	2,884	$30,971

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$265,617	2,338	+39.3%	Shares	Sole	2026-05-18
2025-12-31	$202,381	1,678	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$200,329	1,686	-5.0%	Shares	Sole	2025-11-10
2025-06-30	$195,196	1,775	+79.1%	Shares	Sole	2025-08-13
2024-12-31	$87,088	991	+147.8%	Shares	Sole	2025-02-10
2024-09-30	$37,535	400	+52.7%	Shares	Sole	2024-11-08
2024-06-30	$24,936	262	+94.1%	Shares	Sole	2024-08-13
2024-03-31	$14,060	135	+45.2%	Shares	Sole	2024-06-11
2023-12-31	$9,886	93	-27.9%	Shares	Sole	2024-02-09
2023-09-30	$11,495	129	+6.6%	Shares	Sole	2023-11-03
2023-06-30	$13,379	121	+13.1%	Shares	Sole	2023-08-04
2023-03-31	$9,880	107	+1683.3%	Shares	Sole	2023-05-11
2022-12-31	$499	6	-95.2%	Shares	Sole	2023-02-09
2021-12-31	$10,249	124	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.