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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
| $10.9M | -$31M | -1,126,683 | -74% |
|
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
| $2.22M | +$2.2M | +79,906 | New |
|
| 3 |
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $219K | -$2.64K | -96 | -1% |
|
| 4 |
4
Morgan Stanley
New York
| $74K | +$62.8K | +2,282 | +576% |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $13K | +$13.3K | +482 | New |
|
| 6 |
6
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
| 7 |
7
Bank of America
Charlotte,
North Carolina
| $4K | -$25.8K | -939 | -88% |
|
| 8 |
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
| 9 |
9
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -40,929 | Closed |
|