HighPoint Advisor Group’s Consumer Portfolio Services CPSS Stock Holding History

HighPoint Advisor Group’s Portfolio CPSS Stock Details CPSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-140,738	Closed	-$1.31M	–	736
2025 Q4	$1.31M	Hold	140,738	–	–	0.03%	402
2025 Q3	$1.06M	Hold	140,738	–	–	0.05%	257
2025 Q2	$1.38M	Buy	140,738 +33,343	+31%	+$306K	0.07%	205
2025 Q1	$956K	Hold	107,395	–	–	0.06%	241
2024 Q4	$1.19M	Hold	107,395	–	–	0.06%	221
2024 Q3	$1.08M	Hold	107,395	–	–	0.06%	223
2024 Q2	$1.07M	Buy	107,395 +25,678	+31%	+$219K	0.06%	220
2024 Q1	$668K	Hold	81,717	–	–	0.05%	292
2023 Q4	$616K	Buy	+81,717	New	+$763K	0.04%	308

Other funds holding CPSS

BDCMI

Black Diamond Capital Management I St. Thomas $136M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HighPoint Advisor Group's CPSS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Consumer Portfolio Services (CPSS) in Q1 2026, closing a stake of 140,738 shares — an estimated $1.31M sold.

HighPoint Advisor Group first reported a position in CPSS in Q4 2023 and held it in 9 quarters. The position peaked at $1.38M in Q2 2025. 61 funds tracked by Wall St. Rank hold CPSS as of Q1 2026.

HighPoint Advisor Group reported no remaining Consumer Portfolio Services position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 140,738 Consumer Portfolio Services shares in Q1 2026, an estimated $1.31M.
HighPoint Advisor Group first reported a position in Consumer Portfolio Services in Q4 2023 and held it in 9 quarters.
HighPoint Advisor Group's Consumer Portfolio Services position peaked at $1.38M in Q2 2025.
61 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.