AWA
COPY

Arete Wealth Advisors’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Arete Wealth Advisors’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$507K Buy
36,915
+16,880
+84% +$232K 0.04% 276
2025
Q4 		$258K Buy
+20,035
New +$250K 0.02% 644

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Arete Wealth Advisors's COPY Position: Q1 2026 in Review

Arete Wealth Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 84% in Q1 2026, buying an estimated $232K and bringing the position to 36,915 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #276.

Arete Wealth Advisors first reported a position in COPY in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Arete Wealth Advisors held 36,915 shares of Tweedy Browne Insider + Value ETF worth $507K as of Q1 2026.
  • Arete Wealth Advisors bought 16,880 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $232K.
  • Tweedy Browne Insider + Value ETF made up 0.04% of Arete Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • Arete Wealth Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.