Stifel Financial’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Stifel Financial’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	$1.29M	Buy	+30,971	New	+$1.34M	﹤0.01%	2270

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

Stifel Financial's CPAI Position: Q1 2026 in Review

Stifel Financial opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q1 2026: 30,971 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings.

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

Stifel Financial held 30,971 shares of Counterpoint Quantitative Equity ETF worth $1.29M as of Q1 2026.
Counterpoint Quantitative Equity ETF was a new Stifel Financial position in Q1 2026.
Counterpoint Quantitative Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2270 holding.
33 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.