Position in CPA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,778
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 322 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. CPA ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
This page
|
50 | $7,778 |
All Filings in CPA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,778 | 50 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||