Outlook Wealth Advisors, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 1767151
SHENANDOAH, TX
Position in CPAI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,819,285
+$1,015,481 QoQ
Shares Held
43,534
+117.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPAI Over Time
Shares Held
Position Value (USD)
All Filings in CPAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,819,285 | 43,534 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $803,804 | 20,045 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||