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 Q2	$88.7K	Buy	6,025 +705	+13%	+$10.3K	0.02%	264
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

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 $153M AUM 22.68% 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

Rialto Wealth Management's COPY Position: Q2 2026 in Review

Rialto Wealth Management increased its Tweedy Browne Insider + Value ETF (COPY) stake by 13% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,025 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #264.

Rialto Wealth Management 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.

Rialto Wealth Management held 6,025 shares of Tweedy Browne Insider + Value ETF worth $88.7K as of Q2 2026.
Rialto Wealth Management bought 705 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $10.3K.
Tweedy Browne Insider + Value ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #264 holding.
Rialto Wealth Management 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.