Steward Partners Investment Advisory’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Steward Partners Investment Advisory’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
2025 Q2	$2.53M	Buy
2025 Q1	$1.12M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$1.07M	Buy
2024 Q2	$995K	Buy
2024 Q1	$940K	Buy
2023 Q4	$161K	Buy