Clear Point Advisors Inc. Reduced Holdings in Q2 2024

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CAPE
Barclays Bank PLC

ETFs
-45.7K
- 17.27%
$26.34 - $27.85 $1.2M - $1.27M
219K $6.07B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-23.1K
- 96.47%
$50.82 - $51.15 $1.18M - $1.18M
846 $43.2M
Ft Vest Us Eqt Mdrt Bfr ETF
-27.6K
- 94.09%
N/A
1.74K $60.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1K
- 29.28%
$377.31 - $399.95 $378K - $401K
2.42K $948M
Jpmorgan Active Bond ETF
-7.28K
- 20.81%
N/A
27.7K $1.45B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.21K
- 8.53%
$50.57 - $50.75 $162K - $163K
34.5K $1.75B
Ft Vst Us Eqt Enc Mdt Bf ETF
-3.12K
- 89.28%
N/A
375 $12.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.29K
- 59.7%
$67.82 - $72.36 $87.2K - $93.1K
868 $60.2M
JPUS
Jpmorgan Diversified Return Us

ETFs
-457
- 4.56%
$105.76 - $111.62 $48.3K - $51K
9.56K $1.04B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-441
- 3.71%
$75.69 - $81.19 $33.4K - $35.8K
11.4K $890M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.5K
- 56.29%
$45.72 - $48.47 $68.6K - $72.7K
1.17K $56.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.24K
- 4.83%
$57.57 - $63.3 $187K - $205K
63.8K $4.01B
IVV
Ishares Core S&P 500 ETF

ETFs
-117
- 22.9%
$497.53 - $549.64 $58.2K - $64.3K
394 $215M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-2.65K
- 7.35%
N/A
33.4K $1.04B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-814
- 10.3%
$51.55 - $52.29 $42K - $42.6K
7.09K $369M
BX
Blackstone Inc.

Financial Services
-272
- 27.53%
$116.13 - $132.0 $31.6K - $35.9K
716 $88.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-373
- 9.41%
$95.11 - $97.92 $35.5K - $36.5K
3.59K $349M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1K
- 66.67%
$35.85 - $37.38 $35.9K - $37.4K
500 $18.7M
Proshares Ether Strategyetf
-290
- 63.32%
N/A
168 $11.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-135
- 22.39%
$316.15 - $367.33 $42.7K - $49.6K
468 $171M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-793
- 59.8%
$38.1 - $41.42 $30.2K - $32.8K
533 $21.4M
Ishares Bitcoin ETF
-442
- 40.48%
N/A
650 $22.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-418
- 7.21%
$108.78 - $119.23 $45.5K - $49.8K
5.38K $639M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1K
- 98.91%
N/A
11 $277K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-67
- 1.41%
$102.13 - $110.88 $6.84K - $7.43K
4.68K $499M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-331
- 4.59%
$79.92 - $84.63 $26.5K - $28K
6.88K $577M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-286
- 2.86%
$56.88 - $60.48 $16.3K - $17.3K
9.71K $575M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-429
- 6.18%
$50.22 - $50.48 $21.5K - $21.7K
6.51K $329M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1K
- 6.82%
$37.97 - $40.68 $38K - $40.7K
13.7K $556M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-648
- 26.82%
$32.03 - $37.24 $20.8K - $24.1K
1.77K $60M
ARKW
Ark Next Generation Internet E

ETFs
-169
- 93.37%
$72.82 - $82.11 $12.3K - $13.9K
12 $960K
CMCSA
Comcast Corp

Communication Services
-94
- 4.28%
$36.9 - $42.28 $3.47K - $3.97K
2.1K $82.4M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-449
- 19.24%
$22.11 - $22.33 $9.93K - $10K
1.89K $42M
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.84%
$173.33 - $185.29 $8.67K - $9.26K
5.89K $1.08B
TSI
Tcw Strategic Income Fund Inc

Financial Services
-1.36K
- 46.26%
$4.54 - $4.76 $6.18K - $6.48K
1.58K $7.5M
EXEL
Exelixis, Inc.

Healthcare
-150
- 5.77%
$20.34 - $23.73 $3.05K - $3.56K
2.45K $55.1M
MDT
Medtronic PLC

Healthcare
-50
- 24.39%
$78.71 - $87.02 $3.94K - $4.35K
155 $12.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-250
- 11.72%
$24.67 - $27.2 $6.17K - $6.8K
1.88K $50M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-31
- 50.0%
$95.03 - $116.84 $2.95K - $3.62K
31 $3.15M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-67
- 57.26%
$42.0 - $49.24 $2.81K - $3.3K
50 $2.22M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-494
- 2.14%
$49.92 - $50.63 $24.7K - $25K
22.6K $1.14B
SIRI
Sirius Xm Holdings Inc.

Communication Services
-492
- 39.68%
$2.53 - $3.83 $1.24K - $1.88K
748 $2.12M
KCCA
Kraneshares California Carbon
-172
- 97.73%
N/A
4 $96K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-100
- 1.29%
$16.96 - $17.44 $1.7K - $1.74K
7.66K $133M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.19K
- 3.12%
$34.41 - $35.64 $110K - $114K
98.9K $3.52B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-53
- 8.69%
$18.53 - $20.2 $982 - $1.07K
557 $11.1M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-18
- 90.0%
$36.61 - $44.56 $659 - $802
2 $75K
ABNB
Airbnb, Inc.

Consumer Cyclical
-3
- 50.0%
$141.04 - $165.42 $423 - $496
3 $455K
SPYG
Spdr Portfolio

ETFs
-212
- 8.81%
$68.71 - $80.95 $14.6K - $17.2K
2.19K $176M
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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