Position in CPA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,385
-$147 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $1,719,005 across 14 Airlines names. CPA ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
7,463 | $687,118 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
8,597 | $571,528 | |
| 3 | LUV |
Southwest Airlines Co
|
8,416 | $316,189 | |
| 4 | AAL |
American Airlines Group Inc.
|
7,027 | $75,469 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
449 | $25,952 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
684 | $25,157 | |
| 7 | JBLU |
Jetblue Airways Corp
|
2,889 | $12,769 | |
| 8 | CPA |
Copa Holdings, S.A.
This page
|
21 | $2,385 |
All Filings in CPA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,385 | 21 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,532 | 21 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,278 | 48 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $6,854 | 78 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,504 | 48 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,568 | 48 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $729 | 7 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $744 | 7 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $303,275 | 3,403 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,298 | 66 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,095 | 66 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $27,030 | 325 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,432 | 290 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,068 | 222 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $18,568 | 222 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,040 | 120 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||