Amplius Wealth Advisors
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Amplius Wealth Advisors’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Amplius Wealth Advisors’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
Q3 		$19.5M Buy
377,882
+365,434
+2,936% +$18.8M 1.34% 20
2026
Q2 		$647K Buy
+12,448
New +$596K 0.05% 107

Other funds holding CPAI

Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Amplius Wealth Advisors's CPAI Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 2,936% in Q3 2026, buying an estimated $18.8M and bringing the position to 377,882 shares worth $19.5M. The position accounts for 1.34% of the portfolio, ranked #20.

Amplius Wealth Advisors first reported a position in CPAI in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q3 2026.

  • Amplius Wealth Advisors held 377,882 shares of Counterpoint Quantitative Equity ETF worth $19.5M as of Q3 2026.
  • Amplius Wealth Advisors bought 365,434 Counterpoint Quantitative Equity ETF shares in Q3 2026, an estimated $18.8M.
  • Counterpoint Quantitative Equity ETF made up 1.34% of Amplius Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Amplius Wealth Advisors first reported a position in Counterpoint Quantitative Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.