Arete Wealth Advisors
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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
Q3 		$1.63M Buy
106,520
+13,900
+15% +$217K 0.1% 194
2026
Q2 		$1.36M Buy
92,620
+55,705
+151% +$813K 0.09% 199
2026
Q1 		$507K Buy
36,915
+16,880
+84% +$232K 0.04% 276
2025
Q4 		$258K Buy
+20,035
New +$250K 0.02% 349

Other funds holding COPY

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
NKCFO LLC
NKCFO LLC Geneva, Illinois $337M AUM 40.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

Arete Wealth Advisors's COPY Position: Q3 2026 in Review

Arete Wealth Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 15% in Q3 2026, buying an estimated $217K and bringing the position to 106,520 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #194.

Arete Wealth Advisors first reported a position in COPY in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • Arete Wealth Advisors held 106,520 shares of Tweedy Browne Insider + Value ETF worth $1.63M as of Q3 2026.
  • Arete Wealth Advisors bought 13,900 Tweedy Browne Insider + Value ETF shares in Q3 2026, an estimated $217K.
  • Tweedy Browne Insider + Value ETF made up 0.1% of Arete Wealth Advisors's portfolio in Q3 2026, its #194 holding.
  • Arete Wealth Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.