ETF Holders

Centerpoint Advisory Group ETF holdings

Overland Park, KS

Reported $107.5M in 65 ETFs in its Form 13F for June 30, 2026.

ETF value
$107.5M
ETFs held
65
Change from prior quarter
+19.6%
With price moves
ETFs as a share of its 13F
68.1%
of $157.7M

Top 10 of 65 ETF holdings

TickerFundValueSharesChange
SPMOInvesco S&P 500 Momentum ETF$12.9M80,099+5,799 shares
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$6.1M231,003+13,513 shares
VIGVanguard Dividend Appreciation ETF$5.7M24,272−910 shares
JGROJPMorgan Active Growth ETF$5.2M53,049−1,038 shares
TCAFT. Rowe Price Capital Appreciation Equity ETF$4.8M115,720+2,183 shares
IWFiShares Russell 1000 Growth ETF$4.7M38,009+28,407 shares
OMFLInvesco Russell 1000 Dynamic Multifactor ETF$4.5M65,197−769 shares
FTSMFirst Trust Enhanced Short Maturity ETF$3.9M65,281−1,879 shares
RDVIFT Vest Rising Dividend Achievers Target Income ETF$3.7M125,462+31,199 shares
DSTLDistillate U.S. Fundamental Stability & Value ETF$3.5M59,152−3,174 shares
55 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054093. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Centerpoint Advisory Group own?

Centerpoint Advisory Group reported 65 ETF positions worth $107.5M in its Form 13F for June 30, 2026. The largest was SPMO, at $12.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.