PWMAG
COPY

Pinnacle Wealth Management Advisory Group’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$9.58M Buy
650,109
+84,030
+15% +$1.23M 0.57% 40
2026
Q1 		$7.77M Buy
+566,079
New +$7.78M 0.53% 40

Other funds holding COPY

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
SA
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's COPY Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Tweedy Browne Insider + Value ETF (COPY) stake by 15% in Q2 2026, buying an estimated $1.23M and bringing the position to 650,109 shares worth $9.58M. The position accounts for 0.57% of the portfolio, ranked #40.

Pinnacle Wealth Management Advisory Group first reported a position in COPY in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 650,109 shares of Tweedy Browne Insider + Value ETF worth $9.58M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 84,030 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $1.23M.
  • Tweedy Browne Insider + Value ETF made up 0.57% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Tweedy Browne Insider + Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.