Measured Wealth Private Client Group, LLC
Position in CPA — Copa Holdings, S.A.
CIK 1720235
PORTSMOUTH, NH
Position in CPA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$174,393
-$498,373 QoQ
Shares Held
1,121
-85.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#237
of 322 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $262,267 across 4 Airlines names. CPA ranks #1 (66.5% of the industry book) .
All Filings in CPA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,393 | 1,121 | Shares | Sole | 2026-08-10 | |
| 2023-09-30 | $672,766 | 7,549 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $731,044 | 6,611 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $279,543 | 3,027 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||