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CPI
CPI Inflation Hedged ETF
Delisted
CPI was delisted on the 12th of December, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Bank of America
Charlotte,
North Carolina
| $31.4M | +$32M | +1,218,652 | New |
|
| 2 |
GA
2
Gateway Advisory
Westfield,
New Jersey
| $11.3M | +$11.5M | +438,674 | New |
|
| 3 |
AWMS
3
Advocacy Wealth Management Services
Atlanta,
Georgia
| $219K | +$223K | +8,500 | New |
|
| 4 |
4
Citigroup
New York
| $99K | +$101K | +3,860 | New |
|
| 5 |
5
Wells Fargo
San Francisco,
California
| $59K | +$60K | +2,284 | New |
|
| 6 |
6
Creative Planning
Overland Park,
Kansas
| $26K | +$26.3K | +1,000 | New |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | +$19K | +725 | New |
|
| 8 |
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | +$11.7K | +447 | New |
|
| 9 |
BWM
9
Baystate Wealth Management
Boston,
Massachusetts
| $8K | +$8.32K | +317 | New |
|