Clear Point Advisors Inc. Reduced Holdings in Q3 2025

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-33.6K
- 51.97%
$50.47 - $50.74 $1.69M - $1.7M
31K $1.57B
USFR
Wisdomtree Floating Rate Treas

ETFs
-10.6K
- 21.38%
$50.23 - $50.48 $534K - $536K
39.1K $1.96B
CAPE
Barclays Bank PLC

ETFs
-13.6K
- 7.96%
$31.31 - $32.86 $426K - $447K
157K $5.13B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.88K
- 6.8%
$50.81 - $51.07 $95.3K - $95.8K
25.7K $1.31B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.3K
- 8.08%
$49.09 - $50.58 $63.7K - $65.7K
14.8K $746M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-369
- 15.84%
$181.56 - $190.33 $67K - $70.2K
1.96K $372M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.38K
- 8.74%
$26.38 - $27.95 $62.7K - $66.4K
24.8K $678M
IBM
International Business Machines Corp

Technology
-75
- 8.04%
$234.77 - $292.47 $17.6K - $21.9K
858 $242M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-712
- 11.19%
$50.9 - $52.37 $36.2K - $37.3K
5.65K $296M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-979
- 10.59%
$43.83 - $45.64 $42.9K - $44.7K
8.27K $377M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-195
- 8.54%
$567.77 - $614.76 $111K - $120K
2.09K $1.28B
T
At&T Inc.

Communication Services
-12
- 0.09%
$26.94 - $29.62 $323 - $355
13.2K $372M
ED
Consolidated Edison Inc

Utilities
-95
- 0.95%
$95.57 - $105.36 $9.08K - $10K
9.87K $993M
VHT
Vanguard Health Care ETF

ETFs
-141
- 5.47%
$239.12 - $259.95 $33.7K - $36.7K
2.44K $632M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-393
- 5.66%
$42.18 - $43.86 $16.6K - $17.2K
6.55K $287M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-172
- 2.22%
$50.09 - $50.73 $8.62K - $8.73K
7.58K $383M
VZ
Verizon Communications Inc

Communication Services
-113
- 1.51%
$40.84 - $45.06 $4.61K - $5.09K
7.36K $323M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-186
- 2.56%
N/A
7.09K $324M
YMAR
First Tr Ex Tr Viii Cboe Vest
-300
- 1.52%
$25.23 - $26.26 $7.57K - $7.88K
19.4K $510M
JPUS
Jpmorgan Diversified Return Us

ETFs
-320
- 3.79%
$117.71 - $125.02 $37.7K - $40K
8.13K $1.01B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-225
- 1.31%
N/A
17K $652M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-484
- 1.28%
N/A
37.3K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.06%
$459.11 - $506.91 $459 - $507
1.77K $890M
Innovator Etfs Trust
-60
- 0.4%
N/A
14.8K $790M
FNY
First Trust Mid Cap Growth Alp
-135
- 2.66%
N/A
4.94K $452M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.43%
$108.46 - $120.63 $2.06K - $2.29K
4.39K $522M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-215
- 0.68%
$28.15 - $30.13 $6.05K - $6.48K
31.3K $927M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-44
- 0.89%
$135.0 - $146.02 $5.94K - $6.42K
4.9K $713M
FNDX
Schwab Fundamental U S Large C

ETFs
-827
- 2.09%
$24.38 - $26.34 $20.2K - $21.8K
38.8K $1.02B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-513
- 1.42%
$49.98 - $52.24 $25.6K - $26.8K
35.7K $1.86B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-843
- 2.44%
$25.29 - $28.33 $21.3K - $23.9K
33.7K $939M
FYC
First Trust Small Cap Growth A

ETFs
-101
- 1.29%
$77.98 - $92.23 $7.88K - $9.32K
7.75K $703M
JNJ
Johnson & Johnson

Healthcare
-1
- 0.04%
$155.17 - $185.42 $155 - $185
2.71K $503M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.54K
- 2.89%
$24.46 - $26.5 $62.1K - $67.3K
85.4K $2.25B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-150
- 0.17%
$39.79 - $41.15 $5.97K - $6.17K
89.7K $3.69B
TSLA
Tesla, Inc.

Consumer Cyclical
-22
- 1.93%
$293.94 - $444.72 $6.47K - $9.78K
1.12K $496M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-31
- 0.5%
$567.09 - $607.37 $17.6K - $18.8K
6.12K $3.64B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.12K
- 1.15%
$23.82 - $25.84 $50.5K - $54.8K
183K $4.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 0.8%
$617.65 - $666.84 $34K - $36.7K
6.84K $4.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-211
- 2.29%
$546.99 - $602.2 $115K - $127K
9K $5.4B
BAR
Granite Shares Gold Trust

ETFs
-3.51K
- 3.61%
$32.23 - $38.06 $113K - $134K
93.6K $3.56B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.41K
- 0.63%
$28.92 - $32.19 $69.7K - $77.6K
383K $12.2B
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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