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Regatta Research & Money Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Regatta Research & Money Management’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 		$93.5K Buy
+1,800
New +$86.2K 0.09% 187

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
LPL Financial
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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Cetera Investment Advisers
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's CPAI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q2 2026: 1,800 shares worth $93.5K. The stake represents 0.09% of the portfolio and ranks #187 among its holdings.

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

  • Regatta Research & Money Management held 1,800 shares of Counterpoint Quantitative Equity ETF worth $93.5K as of Q2 2026.
  • Counterpoint Quantitative Equity ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Counterpoint Quantitative Equity ETF made up 0.09% of Regatta Research & Money Management's portfolio in Q2 2026, its #187 holding.
  • 39 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.