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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 |
GA
1
Gateway Advisory
Westfield,
New Jersey
| $40M | +$4.51M | +161,397 | +13% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $853K | -$334K | -11,977 | -28% |
|
| 3 |
3
Jane Street
New York
| $530K | +$527K | +18,876 | New |
|
| 4 |
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $309K | +$52.2K | +1,870 | +21% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $204K | -$33.9K | -1,216 | -14% |
|
| 6 |
6
Morgan Stanley
New York
| $32K | -$108K | -3,860 | -77% |
|
| 7 |
7
Citigroup
New York
| $16K | – | – | – |
|
| 8 |
AG
8
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
| 9 |
SWM
9
SeaCrest Wealth Management
Purchase,
New York
| $4K | – | – | – |
|
| 10 |
CAL
10
Capital Advisors Ltd
Shaker Heights,
Ohio
| $3K | – | – | – |
|
| 11 |
TFA
11
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$326K | -11,749 | Closed |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| – | -$8K | -280 | Closed |
|