PUREfi Wealth’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

PUREfi Wealth’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	$209K	Buy	+5,000	New	+$216K	0.14%	176

Other funds holding CPAI

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

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

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

PUREfi Wealth's CPAI Position: Q1 2026 in Review

PUREfi Wealth opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q1 2026: 5,000 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #176 among its holdings.

33 funds tracked by Wall St. Rank hold CPAI as of Q1 2026.

PUREfi Wealth held 5,000 shares of Counterpoint Quantitative Equity ETF worth $209K as of Q1 2026.
Counterpoint Quantitative Equity ETF was a new PUREfi Wealth position in Q1 2026.
Counterpoint Quantitative Equity ETF made up 0.14% of PUREfi Wealth's portfolio in Q1 2026, its #176 holding.
33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.