Position in CPA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$408,993
+$103,155 QoQ
Shares Held
2,629
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#191
of 322 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $1,262,058 across 2 Airlines names. CPA ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
6,273 | $853,065 | |
| 2 | CPA |
Copa Holdings, S.A.
This page
|
2,629 | $408,993 |
All Filings in CPA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,993 | 2,629 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $305,838 | 2,692 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||