Counterpoint ETFs Now Available Through LPL Financial’s No Transaction Fee (NTF) Program

   
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San Diego, CA – Counterpoint Funds, LLC (“Counterpoint”) today announced a strategic relationship with LPL Financial, providing the firm’s exchange-traded funds access to LPL’s ETF No Transaction Fee (NTF) Sponsorship Program beginning April 1, 2026. The program will include Counterpoint’s ETFs, CPAI and HYTR, and will make them available to LPL-affiliated financial advisors without transaction fees on LPL’s Strategic Asset Management (SAM) and Strategic Wealth Management (SWM) advisory platforms.

“We’re excited to join LPL’s NTF program and expand access to Counterpoint ETFs for advisors nationwide,” said Daniel Krause, Partner and Head of Sales at Counterpoint. “Eliminating trading costs and broadening distribution through LPL’s advisor network underscores our commitment to delivering diversifier strategies designed to help advisors manage risk with the potential of enhancing long-term portfolio outcomes for their clients.”

This relationship further strengthens Counterpoint’s ability to engage with LPL’s broad and growing advisor network. 

About Counterpoint Funds, LLC

Counterpoint Funds is a defensive, systematic and research driven mutual fund and ETF provider managing over $3 billion in assets as of September 2025. Counterpoint is focused on offering defensive fixed income and equity diversifier strategies designed to drive portfolio performance over the long-run. Counterpoint’s mutual funds and ETFs employ artificial intelligence (A.I.) driven quantitative investment strategies that base asset allocation and security selection decisions on academic research, statistical analysis and machine learning. Counterpoint Funds, LLC, is located at: 12770 High Bluff Drive, Suite 380, San Diego, CA 92130. Tel: 844-273-8637 

NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE

Contacts

Counterpoint Funds
John Held, VP of Marketing
+1 (858) 859-8815
press@counterpointfunds.com

Important Risk Information

Investments in ETFs involves risk including possible loss of principal and may not be suitable for all investors. Past performance is no guarantee of future results. There is no assurance the Funds will meet their stated objectives. Diversification does not ensure a profit or guarantee against loss. 
 
While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. Brokerage commissions and ETF expenses will reduce returns. 
 
Like any quantitative analysis, the Adviser’s investment models carry a risk that the models used might be based on one or more incorrect assumptions including as a result of the Adviser’s incorrect assumptions and assessment with respect to the quality and/or relevance of the inputs and relationship between inputs. The possibility of an inaccurate or incorrect assessment of data by machine learning software can negatively impact the effectiveness of a model. Rapidly changing and unforeseen market dynamics could lead to a decrease in the short-term effectiveness of the models and could have an adverse effect on the securities selected for the Fund. No assurance can be given that the Fund will be successful under all or any market conditions. 

Important information about the funds is available in their prospectus, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectus should be read carefully before investing. Investors should carefully consider the investment objectives, risks, charges, and expenses of the funds managed by Counterpoint Funds. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Counterpoint Funds, LLC and LPL Financial are not affiliated with Northern Lights Distributors, LLC member FINRA/SIPC. 

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Recent Perspectives

 

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Mutual Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Mutual Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

 

 

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