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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
| $41.9M | -$6.57M | -238,086 | -14% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $1.13M | +$1.13M | +40,929 | New |
|
| 3 |
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $220K | -$18.6K | -674 | -8% |
|
| 4 |
4
Bank of America
Charlotte,
North Carolina
| $30K | +$15K | +543 | +103% |
|
| 5 |
5
Morgan Stanley
New York
| $11K | – | – | – |
|
| 6 |
6
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
| 7 |
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| – | -$19K | -683 | Closed |
|