DecisionPoint Financial’s iShares S&P 100 ETF OEF Stock Holding History

DecisionPoint Financial’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.3K	Hold	27	–	–	﹤0.01%	242
2026 Q2	$9.9K	Hold	27	–	–	﹤0.01%	204
2026 Q1	$8.59K	Sell	27 -39	-59%	-$13.1K	﹤0.01%	194
2025 Q4	$22.6K	Buy	66 +15	+29%	+$5.1K	0.01%	128
2025 Q3	$17K	Hold	51	–	–	﹤0.01%	118
2025 Q2	$15.5K	Hold	51	–	–	﹤0.01%	129
2025 Q1	$13.8K	Hold	51	–	–	﹤0.01%	140
2024 Q4	$14.7K	Hold	51	–	–	﹤0.01%	137
2024 Q3	$14.1K	Buy	51 +39	+325%	+$10.4K	﹤0.01%	139
2024 Q2	$3.18K	Hold	12	–	–	﹤0.01%	196
2024 Q1	$2.9K	Hold	12	–	–	﹤0.01%	214
2023 Q4	$2.68K	Hold	12	–	–	﹤0.01%	170
2023 Q3	$2.41K	Hold	12	–	–	﹤0.01%	182
2023 Q2	$2.48K	Buy	+12	New	+$2.33K	﹤0.01%	163

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 23.74% 1-Year Est. Return

MBWA

Marin Bay Wealth Advisors San Anselmo, California $192M AUM 27.84% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DecisionPoint Financial's OEF Position: Q3 2026 in Review

DecisionPoint Financial held its iShares S&P 100 ETF (OEF) position steady in Q3 2026 at 27 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

DecisionPoint Financial first reported a position in OEF in Q2 2023 and has held it in 14 quarters since. The position peaked at $22.6K in Q4 2025. 397 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

DecisionPoint Financial held 27 shares of iShares S&P 100 ETF worth $10.3K as of Q3 2026.
DecisionPoint Financial left its iShares S&P 100 ETF share count unchanged in Q3 2026.
iShares S&P 100 ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #242 holding.
DecisionPoint Financial first reported a position in iShares S&P 100 ETF in Q2 2023 and has held it in 14 quarters since.
DecisionPoint Financial's iShares S&P 100 ETF position peaked at $22.6K in Q4 2025.
397 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.