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Jaffetilchin Investment Partners’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Jaffetilchin Investment Partners’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
2025
Q1 		– Sell
-18,729
Closed -$643K – 411
2024
Q4 		$643K Buy
+18,729
New +$651K 0.05% 202
2024
Q3 		– Sell
-41,011
Closed -$1.28M – 1360
2024
Q2 		$1.28M Buy
41,011
+24,943
+155% +$761K 0.11% 116
2024
Q1 		$480K Buy
+16,068
New +$445K 0.04% 216

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's CPAI Position: Q1 2025 in Review

Jaffetilchin Investment Partners sold out of Counterpoint Quantitative Equity ETF (CPAI) in Q1 2025, closing a stake of 18,729 shares — an estimated $643K sold.

Jaffetilchin Investment Partners first reported a position in CPAI in Q1 2024 and held it in 3 quarters. The position peaked at $1.28M in Q2 2024. 12 funds tracked by Wall St. Rank hold CPAI as of Q1 2025.

  • Jaffetilchin Investment Partners reported no remaining Counterpoint Quantitative Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18,729 Counterpoint Quantitative Equity ETF shares in Q1 2025, an estimated $643K.
  • Jaffetilchin Investment Partners first reported a position in Counterpoint Quantitative Equity ETF in Q1 2024 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Counterpoint Quantitative Equity ETF position peaked at $1.28M in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2025, filed 24 Apr 2025.