Copia Wealth Management XPON β€” EXPION360 INC COM NEW

Ownership history in Copia Wealth Management  Β·  6 quarters on record

AI Ownership Summary

Copia Wealth Management reported EXPION360 INC COM NEW (XPON) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows XPON at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XPON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copia Wealth Management's position in EXPION360 INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XPON was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Copia Wealth Management held XPON β€” position size vs. price
% of Fund (quarterly)    XPON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $3 2026-05-04 $0.71
2025 Q4 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $3 2026-02-06 $0.78
2025 Q3 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $7 2025-10-31 $1.34
2025 Q2 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $5 2025-07-28 $1.30
2025 Q1 UNCHANGED β€” β€” β€” 5 β€” 0% 0.00% $5 2025-04-17 $0.85
2024 Q4 INITIATED β€” β€” β€” 5 β€” β€” 0.00% $12 2025-03-06 $0.98

🏒 Other funds also holding XPON

As of 2026 Q1 β€” sorted by position size

UBS Group AG 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Copia Wealth Management and XPON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copia Wealth Management reported owning XPON?

Copia Wealth Management reported XPON across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XPON position in Copia Wealth Management's portfolio?

The largest reported portfolio weight for XPON was 0.00% in 2024 Q4.

What is the latest reported XPON position on this page?

The most recent filing on this page is 2026 Q1, when Copia Wealth Management reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $3.

What does the chart on this XPON ownership page compare?

The chart compares Copia Wealth Management's quarterly XPON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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