INSIGNEO ADVISORY SERVICES, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 1964958
MIAMI, FL
Position in CPAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,712,088
+$4,962,642 QoQ
Shares Held
263,897
+26.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2
of 20 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPAI Over Time
Shares Held
Position Value (USD)
All Filings in CPAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,712,088 | 263,897 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,749,446 | 209,367 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,297,329 | 57,290 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||