INDEPENDENT FINANCIAL GROUP, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 275484
SAN DIEGO, CA
Position in CPAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,032,811
+$797,089 QoQ
Shares Held
120,431
+14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
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. | ||||||