INDEPENDENT FINANCIAL GROUP, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 275484
SAN DIEGO, CA
All Filings in CPAI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,032,811 | 120,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,235,722 | 105,629 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,916,876 | 99,179 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,108,452 | 83,592 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,570,238 | 76,735 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||