RWM
COPY

Rialto Wealth Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Rialto Wealth Management’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 		$73K Buy
5,320
+1,217
+30% +$16.7K 0.02% 249
2025
Q4 		$52.9K Buy
4,103
+2,013
+96% +$25.1K 0.01% 277
2025
Q3 		$25.7K Buy
+2,090
New +$25.2K 0.01% 324

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Rialto Wealth Management's COPY Position: Q1 2026 in Review

Rialto Wealth Management increased its Tweedy Browne Insider + Value ETF (COPY) stake by 30% in Q1 2026, buying an estimated $16.7K and bringing the position to 5,320 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #249.

Rialto Wealth Management first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Rialto Wealth Management held 5,320 shares of Tweedy Browne Insider + Value ETF worth $73K as of Q1 2026.
  • Rialto Wealth Management bought 1,217 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $16.7K.
  • Tweedy Browne Insider + Value ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Rialto Wealth Management first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.