Nilsine Partners’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Nilsine 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
2026 Q3	$12M	Buy	231,195 +1,489	+0.6%	+$76.8K	0.83%	24
2026 Q2	$11.9M	Buy	229,706 +8,084	+4%	+$387K	0.83%	26
2026 Q1	$10.3M	Buy	221,622 +166,311	+301%	+$7.17M	0.8%	25
2025 Q4	$2.22M	Buy	55,311 +3,290	+6%	+$130K	0.19%	121
2025 Q3	$2.05M	Sell	52,021 -1,661	-3%	-$61.3K	0.18%	122
2025 Q2	$2M	Buy	+53,682	New	+$1.82M	0.2%	119

Other funds holding CPAI

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Nilsine Partners's CPAI Position: Q3 2026 in Review

Nilsine Partners increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 0.65% in Q3 2026, buying an estimated $76.8K and bringing the position to 231,195 shares worth $12M. The position accounts for 0.83% of the portfolio, ranked #24.

Nilsine Partners first reported a position in CPAI in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q3 2026.

Nilsine Partners held 231,195 shares of Counterpoint Quantitative Equity ETF worth $12M as of Q3 2026.
Nilsine Partners bought 1,489 Counterpoint Quantitative Equity ETF shares in Q3 2026, an estimated $76.8K.
Counterpoint Quantitative Equity ETF made up 0.83% of Nilsine Partners's portfolio in Q3 2026, its #24 holding.
Nilsine Partners first reported a position in Counterpoint Quantitative Equity ETF in Q2 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q3 2026.

Based on Nilsine Partners's 13F filing for Q3 2026, filed 2 Nov 2026.