Accurate Wealth Management, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 1877728
WESLEY CHAPEL, FL
Position in CPAI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$909,935
+$584,444 QoQ
Shares Held
21,774
+168.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
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 | $909,935 | 21,774 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $325,491 | 8,117 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||