IFP Advisors
CPAI icon

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
Q3 		$232K Buy
4,496
+2,441
+119% +$126K ﹤0.01% 1442
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

Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
SLT Holdings
SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return
PUREfi Wealth
PUREfi Wealth Boston, Massachusetts $214M AUM 18.61% 1-Year Est. Return

IFP Advisors's CPAI Position: Q3 2026 in Review

IFP Advisors increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 119% in Q3 2026, buying an estimated $126K and bringing the position to 4,496 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

IFP Advisors first reported a position in CPAI in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold CPAI as of Q3 2026.

  • IFP Advisors held 4,496 shares of Counterpoint Quantitative Equity ETF worth $232K as of Q3 2026.
  • IFP Advisors bought 2,441 Counterpoint Quantitative Equity ETF shares in Q3 2026, an estimated $126K.
  • Counterpoint Quantitative Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1442 holding.
  • IFP Advisors first reported a position in Counterpoint Quantitative Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.