Intrua Financial’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Intrua Financial’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	$2.11M	Buy	+40,541	New	+$1.94M	0.19%	95

Other funds holding CPAI

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Intrua Financial's CPAI Position: Q2 2026 in Review

Intrua Financial opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q2 2026: 40,541 shares worth $2.11M. The stake represents 0.19% of the portfolio and ranks #95 among its holdings.

12 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

Intrua Financial held 40,541 shares of Counterpoint Quantitative Equity ETF worth $2.11M as of Q2 2026.
Counterpoint Quantitative Equity ETF was a new Intrua Financial position in Q2 2026.
Counterpoint Quantitative Equity ETF made up 0.19% of Intrua Financial's portfolio in Q2 2026, its #95 holding.
12 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.