Partners Wealth Management
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Partners Wealth Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Partners Wealth 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
Q3 		$2.24M Buy
+43,364
New +$2.24M 0.23% 83

Other funds holding CPAI

Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Partners Wealth Management's CPAI Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q3 2026: 43,364 shares worth $2.24M. The stake represents 0.23% of the portfolio and ranks #83 among its holdings.

33 funds tracked by Wall St. Rank hold CPAI as of Q3 2026.

  • Partners Wealth Management held 43,364 shares of Counterpoint Quantitative Equity ETF worth $2.24M as of Q3 2026.
  • Counterpoint Quantitative Equity ETF was a new Partners Wealth Management position in Q3 2026.
  • Counterpoint Quantitative Equity ETF made up 0.23% of Partners Wealth Management's portfolio in Q3 2026, its #83 holding.
  • 33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.