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Gilliland Jeter Wealth Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Gilliland Jeter Wealth Management’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 		$1.49M Buy
+28,707
New +$1.38M 0.39% 64

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Gilliland Jeter Wealth Management's CPAI Position: Q2 2026 in Review

Gilliland Jeter Wealth Management opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q2 2026: 28,707 shares worth $1.49M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings.

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

  • Gilliland Jeter Wealth Management held 28,707 shares of Counterpoint Quantitative Equity ETF worth $1.49M as of Q2 2026.
  • Counterpoint Quantitative Equity ETF was a new Gilliland Jeter Wealth Management position in Q2 2026.
  • Counterpoint Quantitative Equity ETF made up 0.39% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #64 holding.
  • 24 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.