ATX Financial Planning, LLC
Position in CPAI — Counterpoint Quantitative Equity ETF
CIK 2111013
AUSTIN, TX
Position in CPAI
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$488,787
New position
Shares Held
9,407
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#19
of 28 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 68%
Shared 0%
None 32%
All Filings in CPAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,787 | 9,407 | Shares | Sole | 2026-08-20 | |
| No filing history on record for this holder in this stock. | ||||||