Clear Point Advisors Inc. Innovator U.S. Equity Ultra Bu Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$29.37 - $30.8 $5,139 - $5,390	-175 Closed	0 $0
Q4 2023 May 15, 2024	BUY	$26.73 - $29.46 $4,677 - $5,155	175 New	175 $5.16 Million

Others Institutions Holding UFEB

# of Institutions

93

Shares Held

5.17M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$36.1 Million
4.79% of portfolio
High Tower Advisors, LLC Chicago, IL

969K
Shares

$34.5 Million
0.04% of portfolio
Kfg Wealth Management, LLC Granger, IN

415K
Shares

$14.8 Million
3.14% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

162K
Shares

$5.77 Million
0.34% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

161K
Shares

$5.73 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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