Cetera Investment Advisers
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Cetera Investment Advisers’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Cetera Investment Advisers’s Portfolio CPAI Stock Details CPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.51M Buy
107,891
+42,559
+65% +$1.84M ﹤0.01% 1578
2025
Q4 		$2.62M Buy
65,332
+5,638
+9% +$223K ﹤0.01% 1986
2025
Q3 		$2.36M Buy
+59,694
New +$2.2M ﹤0.01% 2036

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers's CPAI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 65% in Q1 2026, buying an estimated $1.84M and bringing the position to 107,891 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Cetera Investment Advisers first reported a position in CPAI in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

  • Cetera Investment Advisers held 107,891 shares of Counterpoint Quantitative Equity ETF worth $4.51M as of Q1 2026.
  • Cetera Investment Advisers bought 42,559 Counterpoint Quantitative Equity ETF shares in Q1 2026, an estimated $1.84M.
  • Counterpoint Quantitative Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1578 holding.
  • Cetera Investment Advisers first reported a position in Counterpoint Quantitative Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.