Clear Point Advisors Inc. Sells in Q2 2025

Clear Point Advisors Inc.

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-20.5K
- 34.09%
$20.84 - $24.54 $427K - $503K
39.6K $973M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-378
- 17.58%
$483.48 - $539.8 $183K - $204K
1.77K $861M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.27K
- 20.99%
$48.46 - $50.2 $207K - $214K
16.1K $798M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.14K
- 5.23%
$100.04 - $100.54 $214K - $215K
38.7K $3.89B
AAPL
Apple Inc.

Technology
-4
- 0.04%
$172.42 - $223.89 $690 - $896
11.4K $2.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.81K
- 9.35%
$24.32 - $27.87 $68.2K - $78.2K
27.2K $721M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.93K
- 15.22%
$46.92 - $55.01 $90.6K - $106K
10.8K $584M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.23K
- 21.25%
$41.56 - $49.04 $51K - $60.2K
4.55K $223M
VZ
Verizon Communications Inc

Communication Services
-519
- 6.49%
$41.67 - $45.62 $21.6K - $23.7K
7.47K $323M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-565
- 8.15%
$50.34 - $51.86 $28.4K - $29.3K
6.37K $327M
GLD
Spdr Gold Trust

ETFs
-150
- 9.1%
$273.71 - $316.29 $41.1K - $47.4K
1.5K $457M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-348
- 0.94%
$59.8 - $60.07 $20.8K - $20.9K
36.7K $2.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-143
- 5.86%
$376.48 - $440.65 $53.8K - $63K
2.3K $1.01B
MCK
Mckesson Corp

Healthcare
-52
- 9.45%
$652.83 - $732.78 $33.9K - $38.1K
498 $365M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.57K
- 7.54%
$22.92 - $28.05 $58.9K - $72.1K
31.5K $883M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-89
- 1.98%
$90.56 - $109.49 $8.06K - $9.74K
4.41K $482M
JPUS
Jpmorgan Diversified Return Us

ETFs
-159
- 1.85%
$102.8 - $117.61 $16.3K - $18.7K
8.45K $999M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-179
- 2.62%
$51.16 - $62.02 $9.16K - $11.1K
6.66K $413M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-700
- 2.13%
N/A
32.2K $1.07B
YMAR
First Tr Ex Tr Viii Cboe Vest
-278
- 1.39%
$22.43 - $25.58 $6.24K - $7.11K
19.7K $503M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-157
- 0.88%
$29.52 - $35.31 $4.63K - $5.54K
17.7K $625M
NJUL
Innovator Growth 100 Power Buf

Technology
-175
- 3.13%
$56.05 - $68.06 $9.81K - $11.9K
5.41K $368M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.33K
- 3.7%
$20.42 - $25.3 $27.1K - $33.5K
34.5K $873M
FNY
First Trust Mid Cap Growth Alp
-48
- 0.94%
N/A
5.07K $418M
VBR
Vanguard Small Cap Value ETF

ETFs
-52
- 0.91%
$162.76 - $195.77 $8.46K - $10.2K
5.65K $1.1B
BAPR
Innovator U.S. Equity Buffer E

ETFs
-457
- 1.83%
$38.86 - $45.19 $17.8K - $20.7K
24.5K $1.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-92
- 1.83%
$108.12 - $135.04 $9.95K - $12.4K
4.94K $667M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-191
- 0.56%
$33.11 - $37.79 $6.32K - $7.22K
33.7K $1.27B
FYC
First Trust Small Cap Growth A

ETFs
-32
- 0.41%
$61.01 - $79.58 $1.95K - $2.55K
7.85K $625M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-113
- 1.81%
$468.22 - $566.51 $52.9K - $64K
6.15K $3.46B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.07K
- 3.3%
$34.48 - $39.76 $106K - $122K
89.9K $3.57B
NFLX
Netflix Inc

Communication Services
-4
- 0.93%
$855.86 - $1339.13 $3.42K - $5.36K
428 $573M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-125
- 0.14%
$19.6 - $24.44 $2.45K - $3.06K
87.9K $2.15B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.89K
- 1.54%
$19.1 - $23.83 $55.3K - $69K
185K $4.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.24K
- 1.84%
$22.27 - $29.21 $161K - $212K
386K $11.3B
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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