LPL Financial
CPAI icon

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

LPL 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
Q1 		$10.5M Buy
252,158
+153,327
+155% +$6.61M ﹤0.01% 1954
2025
Q4 		$3.96M Buy
98,831
+17,948
+22% +$711K ﹤0.01% 2748
2025
Q3 		$3.19M Buy
80,883
+12,397
+18% +$458K ﹤0.01% 2886
2025
Q2 		$2.55M Buy
+68,486
New +$2.32M ﹤0.01% 2896

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Raymond James Financial
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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial's CPAI Position: Q1 2026 in Review

LPL Financial increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 155% in Q1 2026, buying an estimated $6.61M and bringing the position to 252,158 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

LPL Financial first reported a position in CPAI in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

  • LPL Financial held 252,158 shares of Counterpoint Quantitative Equity ETF worth $10.5M as of Q1 2026.
  • LPL Financial bought 153,327 Counterpoint Quantitative Equity ETF shares in Q1 2026, an estimated $6.61M.
  • Counterpoint Quantitative Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1954 holding.
  • LPL Financial first reported a position in Counterpoint Quantitative Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.