Insigneo Advisory Services’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Insigneo Advisory Services’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	$13.7M	Buy	263,897 +54,530	+26%	+$2.61M	0.51%	37
2026 Q1	$8.75M	Buy	209,367 +152,077	+265%	+$6.56M	0.62%	25
2025 Q4	$2.3M	Buy	+57,290	New	+$2.27M	0.16%	114

Other funds holding CPAI

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Insigneo Advisory Services's CPAI Position: Q2 2026 in Review

Insigneo Advisory Services increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 26% in Q2 2026, buying an estimated $2.61M and bringing the position to 263,897 shares worth $13.7M. The position accounts for 0.51% of the portfolio, ranked #37.

Insigneo Advisory Services first reported a position in CPAI in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

Insigneo Advisory Services held 263,897 shares of Counterpoint Quantitative Equity ETF worth $13.7M as of Q2 2026.
Insigneo Advisory Services bought 54,530 Counterpoint Quantitative Equity ETF shares in Q2 2026, an estimated $2.61M.
Counterpoint Quantitative Equity ETF made up 0.51% of Insigneo Advisory Services's portfolio in Q2 2026, its #37 holding.
Insigneo Advisory Services first reported a position in Counterpoint Quantitative Equity ETF in Q4 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.