Commonwealth Equity Services
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Commonwealth Equity Services’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Commonwealth Equity Services’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 		– Sell
-7,128
Closed -$286K – 4337
2025
Q4 		$286K Buy
+7,128
New +$282K ﹤0.01% 3688

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services's CPAI Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Counterpoint Quantitative Equity ETF (CPAI) in Q1 2026, closing a stake of 7,128 shares — an estimated $286K sold.

Commonwealth Equity Services first reported a position in CPAI in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Counterpoint Quantitative Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,128 Counterpoint Quantitative Equity ETF shares in Q1 2026, an estimated $286K.
  • Commonwealth Equity Services first reported a position in Counterpoint Quantitative Equity ETF in Q4 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Counterpoint Quantitative Equity ETF position peaked at $286K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.