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 Q1	$7.77M	Buy	+566,079	New	+$7.78M	0.53%	40

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

NFG

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

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's COPY Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 566,079 shares worth $7.77M. The stake represents 0.53% of the portfolio and ranks #40 among its holdings.

41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 566,079 shares of Tweedy Browne Insider + Value ETF worth $7.77M as of Q1 2026.
Tweedy Browne Insider + Value ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
Tweedy Browne Insider + Value ETF made up 0.53% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #40 holding.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.