Certified Advisory Corp’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Certified Advisory Corp’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	$402K	Hold	26,259	–	–	0.03%	245
2026 Q2	$387K	Hold	26,259	–	–	0.03%	251
2026 Q1	$360K	Hold	26,259	–	–	0.03%	250
2025 Q4	$339K	Hold	26,259	–	–	0.03%	253
2025 Q3	$323K	Hold	26,259	–	–	0.03%	256
2025 Q2	$308K	Buy	+26,259	New	+$283K	0.03%	253

Other funds holding COPY

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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $337M AUM 40.09% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Certified Advisory Corp's COPY Position: Q3 2026 in Review

Certified Advisory Corp held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q3 2026 at 26,259 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #245.

Certified Advisory Corp first reported a position in COPY in Q2 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

Certified Advisory Corp held 26,259 shares of Tweedy Browne Insider + Value ETF worth $402K as of Q3 2026.
Certified Advisory Corp left its Tweedy Browne Insider + Value ETF share count unchanged in Q3 2026.
Tweedy Browne Insider + Value ETF made up 0.03% of Certified Advisory Corp's portfolio in Q3 2026, its #245 holding.
Certified Advisory Corp first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.