WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CPA — Copa Holdings, S.A.
CIK 1632972
PLYMOUTH, MN
Position in CPA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$793,718
+$570,361 QoQ
Shares Held
5,102
+159.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 322 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $41,370,902 across 11 Airlines names. CPA ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
265,159 | $24,834,791 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
72,570 | $9,868,794 | |
| 3 | LUV |
Southwest Airlines Co
|
44,577 | $2,292,149 | |
| 4 | AAL |
American Airlines Group Inc.
|
59,471 | $1,074,640 | |
| 5 | CPA |
Copa Holdings, S.A.
This page
|
5,102 | $793,718 | |
| 6 | JBLU |
Jetblue Airways Corp
|
112,613 | $645,272 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
11,680 | $609,696 | |
| 8 | ALGT |
Allegiant Travel CO
|
3,117 | $366,559 |
All Filings in CPA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,718 | 5,102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $223,357 | 1,966 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $200,212 | 1,660 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||