Independent Financial Group’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Independent Financial Group’s Portfolio CPAI Stock Details CPAI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.03M	Buy
2025 Q4	$4.24M	Buy
2025 Q3	$3.92M	Buy
2025 Q2	$3.11M	Buy