Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CPA holding history

Copa Holdings, S.A. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPA overview All 13F holders of CPA Full Q2 2026 holdings

Shares (Q2 2026): 1,763
Value: $274.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2023

Holdings of CPA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,763	$274.3K	<0.1%	+1,763	New	Holders
Q2 2023	0	$0	0.0%	−6−100.0%	Sold out	Holders
Q1 2023	6	$555	<0.1%	+6	New	Holders