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Portfolio (Quarterly) Guide ↗

Centerpoint Advisory Group

· CIK 0002054093
13F Portfolio $158M AUM 117 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 33 Added 37 Reduced 3 Exited
Page 1 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPMO INVESCO EXCH TRADED FD TR II 80,099.0 $12.9M 8.21% +6K +7.8% $161.54 -9.1%
2 NVDA NVIDIA CORPORATION Technology 38,423.0 $7.7M 4.88% $200.09 +8.7%
3 PYLD PIMCO ETF TR 231,003.0 $6.1M 3.88% +14K +6.2% $26.52 -1.4%
4 AAPL APPLE INC Technology 20,646.0 $6.0M 3.79% +215.0 +1.1% $289.35 +10.5%
5 VIG VANGUARD SPECIALIZED FUNDS 24,272.0 $5.7M 3.64% -910.0 -3.6% $236.62 +2.7%
6 JGRO J P MORGAN EXCHANGE TRADED F 53,049.0 $5.2M 3.32% -1K -1.9% $98.59 -4.4%
7 TCAF T ROWE PRICE EXCHANGE-TRADED 115,720.0 $4.8M 3.02% +2K +1.9% $41.10 +4.2%
8 IWF ISHARES TR 38,009.0 $4.7M 2.99% +28K +295.8% $124.17 -1.1%
9 OMFL INVESCO EXCH TRD SLF IDX FD 65,197.0 $4.5M 2.83% -769.0 -1.2% $68.54 +3.5%
10 FTSM FIRST TR EXCHANGE-TRADED FD 65,281.0 $3.9M 2.47% -2K -2.8% $59.73 +0.3%
11 RDVI FIRST TR EXCHANGE-TRADED FD 125,462.0 $3.7M 2.34% +31K +33.1% $29.40 -0.5%
12 DSTL ETF SER SOLUTIONS 59,152.0 $3.5M 2.25% -3K -5.1% $59.90 +16.9%
13 XMHQ INVESCO EXCHANGE TRADED FD T 30,904.0 $3.5M 2.21% -880.0 -2.8% $112.88 +4.6%
14 AVGO BROADCOM INC Technology 8,679.0 $3.3M 2.08% +343.0 +4.1% $377.75 -2.4%
15 DGRO ISHARES TR 40,176.0 $3.0M 1.93% +916.0 +2.3% $75.79 +4.7%
16 SPHQ INVESCO EXCHANGE TRADED FD T 33,731.0 $3.0M 1.93% +9K +36.1% $90.10 -4.9%
17 DGRW WISDOMTREE TR 29,686.0 $2.8M 1.80% -700.0 -2.3% $95.62 +3.9%
18 AVUV AMERICAN CENTY ETF TR 21,837.0 $2.7M 1.73% +930.0 +4.5% $124.76 +0.6%
19 JPM JPMORGAN CHASE & CO Financial Services 8,041.0 $2.6M 1.67% -538.0 -6.3% $327.33 +9.3%
20 AMZN AMAZON COM INC Consumer Cyclical 11,013.0 $2.6M 1.66% -214.0 -1.9% $238.34 +11.8%
Page 1 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.2%
Financial Services 14.7%
Consumer Cyclical 8.8%
Healthcare 5.5%
Industrials 5.4%
Energy 5.2%
Communication Services 4.3%
Consumer Defensive 4.0%
Basic Materials 0.7%
Real Estate 0.6%