N.E.W. Advisory Services’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

N.E.W. Advisory Services’s Portfolio COPY Stock Details COPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117K	Hold	8,518	–	–	0.01%	267
2025 Q4	$110K	Buy	8,518 +80	+0.9%	+$999	0.01%	270
2025 Q3	$104K	Buy	+8,438	New	+$102K	0.01%	243

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

N.E.W. Advisory Services's COPY Position: Q1 2026 in Review

N.E.W. Advisory Services held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q1 2026 at 8,518 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #267.

N.E.W. Advisory Services first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

N.E.W. Advisory Services held 8,518 shares of Tweedy Browne Insider + Value ETF worth $117K as of Q1 2026.
N.E.W. Advisory Services left its Tweedy Browne Insider + Value ETF share count unchanged in Q1 2026.
Tweedy Browne Insider + Value ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #267 holding.
N.E.W. Advisory Services first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.