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
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

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Arete Wealth Advisors's COPY Position: Q2 2026 in Review

Arete Wealth Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 151% in Q2 2026, buying an estimated $813K and bringing the position to 92,620 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #199.

Arete Wealth Advisors first reported a position in COPY in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Arete Wealth Advisors held 92,620 shares of Tweedy Browne Insider + Value ETF worth $1.36M as of Q2 2026.
  • Arete Wealth Advisors bought 55,705 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $813K.
  • Tweedy Browne Insider + Value ETF made up 0.09% of Arete Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Arete Wealth Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.