IA
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IFP Advisors’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

IFP 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 		$107K Hold
2,055
– – ﹤0.01% 1941
2026
Q1 		$85.9K Buy
2,055
+1,149
+127% +$49.5K ﹤0.01% 1942
2025
Q4 		$36.3K Buy
906
+630
+228% +$25K ﹤0.01% 2370
2025
Q3 		$10.9K Buy
+276
New +$10.2K ﹤0.01% 2865

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
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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

IFP Advisors's CPAI Position: Q2 2026 in Review

IFP Advisors held its Counterpoint Quantitative Equity ETF (CPAI) position steady in Q2 2026 at 2,055 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

IFP Advisors first reported a position in CPAI in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

  • IFP Advisors held 2,055 shares of Counterpoint Quantitative Equity ETF worth $107K as of Q2 2026.
  • IFP Advisors left its Counterpoint Quantitative Equity ETF share count unchanged in Q2 2026.
  • Counterpoint Quantitative Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1941 holding.
  • IFP Advisors first reported a position in Counterpoint Quantitative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.