Clear Point Advisors Inc. Innovator Etfs Tr Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$27.69 - $28.57 $27,690 - $28,570	1,000 New	1,000 $28.6 Million

Others Institutions Holding BALT

# of Institutions

215

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

3.15M
Shares

$103 Million
9.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.31M
Shares

$75.5 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$56.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.69M
Shares

$55.3 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.07M
Shares

$35.1 Million
0.06% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

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