EverSource Wealth Advisors, LLC

Position in CPA — Copa Holdings, S.A.

CIK 1710537 BIRMINGHAM, AL

Position in CPA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$160,234

-$105,383 QoQ

Shares Held

1,030

-55.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#238

of 322 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,584,208 across 14 Airlines names. CPA ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	12,856	$1,204,088
2	UAL	United Airlines Holdings, Inc.	4,971	$675,999
3	LUV	Southwest Airlines Co	3,849	$197,912
4	CPA	Copa Holdings, S.A. This page	1,030	$160,234
5	RYAAY	Ryanair Holdings PLC	2,164	$140,115
6	AAL	American Airlines Group Inc.	3,590	$64,867
7	JBLU	Jetblue Airways Corp	7,707	$44,158
8	ALK	Alaska Air Group, Inc.	755	$39,409

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,234	1,030	-55.9%	Shares	Sole	2026-07-24
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.