CIA
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Cape Investment Advisory’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

Cape Investment Advisory’s Portfolio GPZ Stock Details GPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$45K Buy
2,108
+846
+67% +$19.9K 0.01% 534
2026
Q2 		$27.1K Buy
+1,262
New +$28.8K 0.01% 644
2026
Q1 		– Sell
-131
Closed -$3.56K – 1301
2025
Q4 		$3.56K Buy
+131
New +$3.47K ﹤0.01% 988

Other funds holding GPZ

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Cape Investment Advisory's GPZ Position: Q3 2026 in Review

Cape Investment Advisory increased its VanEck Alternative Asset Manager ETF (GPZ) stake by 67% in Q3 2026, buying an estimated $19.9K and bringing the position to 2,108 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #534.

Cape Investment Advisory first reported a position in GPZ in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold GPZ as of Q3 2026.

  • Cape Investment Advisory held 2,108 shares of VanEck Alternative Asset Manager ETF worth $45K as of Q3 2026.
  • Cape Investment Advisory bought 846 VanEck Alternative Asset Manager ETF shares in Q3 2026, an estimated $19.9K.
  • VanEck Alternative Asset Manager ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #534 holding.
  • Cape Investment Advisory first reported a position in VanEck Alternative Asset Manager ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.