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

BIP Wealth’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 		$5.17M Buy
+337,762
New +$5.26M 0.14% 117

Other funds holding COPY

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Lakeside Advisors
Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIP Wealth's COPY Position: Q3 2026 in Review

BIP Wealth opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q3 2026: 337,762 shares worth $5.17M. The stake represents 0.14% of the portfolio and ranks #117 among its holdings.

7 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

  • BIP Wealth held 337,762 shares of Tweedy Browne Insider + Value ETF worth $5.17M as of Q3 2026.
  • Tweedy Browne Insider + Value ETF was a new BIP Wealth position in Q3 2026.
  • Tweedy Browne Insider + Value ETF made up 0.14% of BIP Wealth's portfolio in Q3 2026, its #117 holding.
  • 7 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.