Great Valley Advisor Group’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Great Valley Advisor Group’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 Q2	$1.48M	Buy	+100,814	New	+$1.47M	0.02%	473

Other funds holding COPY

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Great Valley Advisor Group's COPY Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q2 2026: 100,814 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #473 among its holdings.

43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

Great Valley Advisor Group held 100,814 shares of Tweedy Browne Insider + Value ETF worth $1.48M as of Q2 2026.
Tweedy Browne Insider + Value ETF was a new Great Valley Advisor Group position in Q2 2026.
Tweedy Browne Insider + Value ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #473 holding.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.