Clear Point Advisors Inc. Incresed Positions in Q2 2024

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.24%
$180.08 - $204.79 $540 - $614
1.23K $249M
Jpmorgn Hedgd Eqty Lad Ovrly ETF
1
+ 0.1%
N/A
1.01K $58.9M
AMGN
Amgen Inc

Healthcare
1
+ 1.15%
$262.75 - $319.31 $263 - $319
88 $27.3M
BAC
Bank Of America Corp

Financial Services
1
+ 0.08%
$34.68 - $40.02 $34.7 - $40
1.24K $49.1M
TDIV
First Trust Nasdaq Technology

ETFs
2
+ 0.56%
$65.21 - $77.8 $130 - $156
361 $27.3M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.92%
$123.89 - $141.67 $248 - $283
219 $30.2M
FYC
First Trust Small Cap Growth A

ETFs
7
+ 0.08%
$60.92 - $67.49 $426 - $472
8.4K $553M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.3%
$40.83 - $44.89 $122 - $135
1.01K $44.1M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 50.0%
$1356.43 - $1787.73 $1.36K - $1.79K
3 $4.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
19
+ 0.75%
$75.81 - $76.76 $1.44K - $1.46K
2.54K $194M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13
+ 2.42%
$50.84 - $55.56 $661 - $722
550 $30.5M
HESM
Hess Midstream LP

Energy
25
+ 1.84%
$33.48 - $36.71 $837 - $918
1.38K $50.5M
JLS
Nuveen Mortgage & Income Fund

Financial Services
39
+ 2.01%
$17.11 - $18.17 $667 - $709
1.98K $35.8M
VSMV
Victoryshares Us Multifactor M

ETFs
8
+ 0.34%
$42.86 - $45.84 $343 - $367
2.37K $108M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
46
+ 3.29%
$11.22 - $12.07 $516 - $555
1.45K $17.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
27
+ 1.07%
$47.58 - $48.41 $1.28K - $1.31K
2.56K $123M
HPQ
Hp Inc

Technology
1
+ 0.74%
$27.62 - $38.36 $27.6 - $38.4
137 $4.81M
Cava Group Inc
4
+ 33.33%
N/A
16 $1.48M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.31%
$40.47 - $44.95 $40.5 - $45
323 $14.4M
FLJH
Franklin Templeton ETF Tr

ETFs
13
+ 2.45%
$30.18 - $32.0 $392 - $416
543 $17.3M
AA
Alcoa Corp

Basic Materials
1
+ 1.04%
$34.02 - $44.54 $34 - $44.5
97 $3.84M
FEMS
First Trust Emerging Markets S

ETFs
2
+ 0.95%
$38.02 - $42.46 $76 - $84.9
212 $8.62M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.74%
$16.44 - $21.84 $16.4 - $21.8
136 $2.88M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5
+ 1.34%
$91.42 - $91.82 $457 - $459
379 $34.8M
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
2
+ 1.35%
$43.77 - $48.55 $87.5 - $97.1
150 $7.12M
PBP
Invesco Exchange Traded Fd Tr

ETFs
39
+ 2.47%
$21.84 - $22.54 $852 - $879
1.62K $35.8M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 3.57%
$88.6 - $104.24 $88.6 - $104
29 $2.89M
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 1.21%
$28.25 - $31.1 $84.8 - $93.3
251 $7.63M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.52%
$109.73 - $121.69 $110 - $122
195 $22.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6
+ 1.1%
$50.64 - $51.3 $304 - $308
550 $28.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 100.0%
$295.25 - $385.2 $295 - $385
2 $597K
PFE
Pfizer Inc

Healthcare
3
+ 0.6%
$25.26 - $29.6 $75.8 - $88.8
504 $14.1M
EEMV
Ishares Msci Emerging Markets

ETFs
2
+ 1.42%
$55.16 - $58.09 $110 - $116
143 $8.18M
HYG
Ishares Tr

ETFs
5
+ 1.64%
$75.68 - $77.45 $378 - $387
309 $23.8M
VNLA
Janus Henderson Short Duration

ETFs
2
+ 0.9%
$48.22 - $48.55 $96.4 - $97.1
223 $10.8M
EFV
Msci Eafe Value ETF

ETFs
15
+ 3.01%
$52.34 - $56.41 $785 - $846
513 $27.2M
FEMA
Procure ETF Tr Ii Disaster Rec

ETFs
2
+ 1.57%
N/A
129 $4.49M
BOND
Pimco Active Bond Exchange Tra

ETFs
2
+ 1.16%
$89.04 - $91.74 $178 - $183
174 $15.9M
FTGC
First Trust Global Tactical CO

ETFs
1
+ 0.81%
$23.62 - $24.89 $23.6 - $24.9
124 $2.97M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
63
+ 2.85%
$10.08 - $10.55 $635 - $665
2.28K $22.9M
FE
Firstenergy Corp

Utilities
1
+ 1.82%
$36.83 - $40.43 $36.8 - $40.4
56 $2.14M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
3
+ 4.41%
$2.7 - $2.96 $8.1 - $8.88
71 $206K
OGS
One Gas, Inc.

Utilities
2
+ 0.89%
$58.54 - $65.88 $117 - $132
227 $14.5M
IYE
Ishares Tr

ETFs
1
+ 33.33%
$46.21 - $51.17 $46.2 - $51.2
4 $168K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3
+ 0.58%
$46.84 - $47.32 $141 - $142
520 $24.5M
Capital Group Dividend Grower ETF
1
+ 0.25%
N/A
403 $11.5M
WOOD
Ishares Global Timber & Forest
1
+ 10.0%
N/A
11 $831K
RWR
Spdr Dow Jones Reit ETF

ETFs
3
+ 1.0%
$86.34 - $93.97 $259 - $282
304 $28.3M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1
+ 0.33%
N/A
304 $13.8M
Activity Summary
Buys All Purchases 184 New Holdings 33 Increased Positions 151 Sells All Sells 64 Reductions 63 Sold out 1 Options Calls 0 Puts 0
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