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Outlook Wealth Advisors’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Outlook Wealth Advisors’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 		$1.82M Buy
43,534
+23,489
+117% +$1.01M 0.44% 50
2025
Q4 		$804K Buy
+20,045
New +$794K 0.18% 109

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 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

Outlook Wealth Advisors's CPAI Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 117% in Q1 2026, buying an estimated $1.01M and bringing the position to 43,534 shares worth $1.82M. The position accounts for 0.44% of the portfolio, ranked #50.

Outlook Wealth Advisors first reported a position in CPAI in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

  • Outlook Wealth Advisors held 43,534 shares of Counterpoint Quantitative Equity ETF worth $1.82M as of Q1 2026.
  • Outlook Wealth Advisors bought 23,489 Counterpoint Quantitative Equity ETF shares in Q1 2026, an estimated $1.01M.
  • Counterpoint Quantitative Equity ETF made up 0.44% of Outlook Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Outlook Wealth Advisors first reported a position in Counterpoint Quantitative Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.