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HighPoint Advisor Group LLC

SEC CIK
0001616034
Latest filing
Aug 5, 2026

WSO holding history

Watsco Inc in every 13F filed by HighPoint Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of WSO by HighPoint Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−878−100.0%Sold outHolders
Q2 2025878$387.7K<0.1%+125+16.6%AddedHolders
Q1 2025753$343.1K<0.1%+193+34.5%AddedHolders
Q4 2024560$264.3K<0.1%+560NewHolders
Q3 20240$00.0%−502−100.0%Sold outHolders
Q2 2024502$242.0K<0.1%−10−2.0%ReducedHolders
Q1 2024512$245.0K<0.1%+45+9.6%AddedHolders
Q4 2023467$201.0K<0.1%–No prior filingHolders