AWA
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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
Q2 		$647K Buy
+12,448
New +$596K 0.05% 107

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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 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

Amplius Wealth Advisors's CPAI Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q2 2026: 12,448 shares worth $647K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

8 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

  • Amplius Wealth Advisors held 12,448 shares of Counterpoint Quantitative Equity ETF worth $647K as of Q2 2026.
  • Counterpoint Quantitative Equity ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • Counterpoint Quantitative Equity ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • 8 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.