Clear Point Advisors Inc. Innovator U.S. Small Cap Power Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$23.87 - $27.32 $44,183 - $50,569	1,851 New	1,851 $50.1 Million

Others Institutions Holding KJUL

# of Institutions

90

Shares Held

2.88M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

265K
Shares

$8.31 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

217K
Shares

$6.79 Million
0.01% of portfolio
Cary Street Partners Financial LLC Richmond, VA

155K
Shares

$4.86 Million
0.13% of portfolio
Xml Financial, LLC

150K
Shares

$4.7 Million
0.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

141K
Shares

$4.42 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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