Copia Wealth ManagementETFConcentrated trader

CIK: 0002058771 | BEND, OR

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	570	$166.5M	2026-08-18	SEC ↗
Q1 2026	13F-HR	532	$145.5M	2026-05-04	SEC ↗
Q4 2025	13F-HR	522	$139.9M	2026-02-06	SEC ↗
Q3 2025	13F-HR	473	$134.6M	2025-10-31	SEC ↗
Q2 2025	13F-HR	466	$118.5M	2025-07-28	SEC ↗
Q1 2025	13F-HR	452	$108.1M	2025-04-17	SEC ↗
Q4 2024	13F-HR	425	$105.1M	2025-03-06	SEC ↗