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Foundations Investment Advisors’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Foundations Investment Advisors’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
Q2 		$1.34M Buy
+25,809
New +$1.24M 0.01% 506

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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

Foundations Investment Advisors's CPAI Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q2 2026: 25,809 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

54 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

  • Foundations Investment Advisors held 25,809 shares of Counterpoint Quantitative Equity ETF worth $1.34M as of Q2 2026.
  • Counterpoint Quantitative Equity ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Counterpoint Quantitative Equity ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #506 holding.
  • 54 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.