PFG Investments’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

PFG Investments’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 Q2	$399K	Sell	27,099 -100	-0.4%	-$1.46K	0.02%	788
2026 Q1	$373K	Buy	27,199 +5,499	+25%	+$75.6K	0.02%	744
2025 Q4	$280K	Buy	21,700 +200	+0.9%	+$2.5K	0.01%	845
2025 Q3	$265K	Buy	+21,500	New	+$259K	0.01%	851

Other funds holding COPY

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

PFG Investments's COPY Position: Q2 2026 in Review

PFG Investments reduced its Tweedy Browne Insider + Value ETF (COPY) stake by 0.37% in Q2 2026, selling an estimated $1.46K and leaving 27,099 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #788.

PFG Investments first reported a position in COPY in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

PFG Investments held 27,099 shares of Tweedy Browne Insider + Value ETF worth $399K as of Q2 2026.
PFG Investments sold 100 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $1.46K.
Tweedy Browne Insider + Value ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #788 holding.
PFG Investments first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.