VisionPoint Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History

VisionPoint Advisory Group’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.66M	Buy	+59,251	New	+$1.71M	0.26%	83

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

VisionPoint Advisory Group's HDV Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 59,251 shares worth $1.66M. The stake represents 0.26% of the portfolio and ranks #83 among its holdings.

205 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

VisionPoint Advisory Group held 59,251 shares of iShares Core High Dividend ETF worth $1.66M as of Q3 2026.
iShares Core High Dividend ETF was a new VisionPoint Advisory Group position in Q3 2026.
iShares Core High Dividend ETF made up 0.26% of VisionPoint Advisory Group's portfolio in Q3 2026, its #83 holding.
205 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.