Wealth Enhancement Advisory Services
CPAI icon

Wealth Enhancement Advisory Services’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.32M Buy
45,207
+19,657
+77% +$942K ﹤0.01% 1480
2026
Q1 		$1.09M Buy
+25,550
New +$1.1M ﹤0.01% 1739

Other funds holding CPAI

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPAI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Counterpoint Quantitative Equity ETF (CPAI) stake by 77% in Q2 2026, buying an estimated $942K and bringing the position to 45,207 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Wealth Enhancement Advisory Services first reported a position in CPAI in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CPAI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,207 shares of Counterpoint Quantitative Equity ETF worth $2.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,657 Counterpoint Quantitative Equity ETF shares in Q2 2026, an estimated $942K.
  • Counterpoint Quantitative Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1480 holding.
  • Wealth Enhancement Advisory Services first reported a position in Counterpoint Quantitative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.