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 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 $324B AUM 22.36% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Insigneo Advisory Services's CPAI Position: Q1 2026 in Review

Insigneo Advisory Services increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 265% in Q1 2026, buying an estimated $6.56M and bringing the position to 209,367 shares worth $8.75M. The position accounts for 0.62% of the portfolio, ranked #25.

Insigneo Advisory Services first reported a position in CPAI in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

Insigneo Advisory Services held 209,367 shares of Counterpoint Quantitative Equity ETF worth $8.75M as of Q1 2026.
Insigneo Advisory Services bought 152,077 Counterpoint Quantitative Equity ETF shares in Q1 2026, an estimated $6.56M.
Counterpoint Quantitative Equity ETF made up 0.62% of Insigneo Advisory Services's portfolio in Q1 2026, its #25 holding.
Insigneo Advisory Services first reported a position in Counterpoint Quantitative Equity ETF in Q4 2025 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.