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Accurate Wealth Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Accurate Wealth Management’s Portfolio CPAI Stock Details CPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
34,111
+12,337
+57% +$591K 0.17% 140
2026
Q1 		$934K Buy
21,774
+13,657
+168% +$589K 0.11% 206
2025
Q4 		$351K Buy
+8,117
New +$322K 0.04% 368

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accurate Wealth Management's CPAI Position: Q2 2026 in Review

Accurate Wealth Management increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 57% in Q2 2026, buying an estimated $591K and bringing the position to 34,111 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #140.

Accurate Wealth Management first reported a position in CPAI in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

  • Accurate Wealth Management held 34,111 shares of Counterpoint Quantitative Equity ETF worth $1.75M as of Q2 2026.
  • Accurate Wealth Management bought 12,337 Counterpoint Quantitative Equity ETF shares in Q2 2026, an estimated $591K.
  • Counterpoint Quantitative Equity ETF made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Accurate Wealth Management first reported a position in Counterpoint Quantitative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.