Clear Point Advisors Inc. Purchases in Q2 2024

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QDPL
Pacer Fds Tr Metaurus Us Large
10
New
$33.97 - $37.35 $340 - $374
10 $367K
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
2
+ 1.35%
$43.77 - $48.55 $87.5 - $97.1
150 $7.12M
PBP
Invesco Exchange Traded Fd Tr

ETFs
39
+ 2.47%
$21.84 - $22.54 $852 - $879
1.62K $35.8M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 3.57%
$88.6 - $104.24 $88.6 - $104
29 $2.89M
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 1.21%
$28.25 - $31.1 $84.8 - $93.3
251 $7.63M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.52%
$109.73 - $121.69 $110 - $122
195 $22.5M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
10
New
$26.43 - $27.84 $264 - $278
10 $278K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6
+ 1.1%
$50.64 - $51.3 $304 - $308
550 $28.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 100.0%
$295.25 - $385.2 $295 - $385
2 $597K
PFE
Pfizer Inc

Healthcare
3
+ 0.6%
$25.26 - $29.6 $75.8 - $88.8
504 $14.1M
HYG
Ishares Tr

ETFs
5
+ 1.64%
$75.68 - $77.45 $378 - $387
309 $23.8M
VNLA
Janus Henderson Short Duration

ETFs
2
+ 0.9%
$48.22 - $48.55 $96.4 - $97.1
223 $10.8M
EFV
Msci Eafe Value ETF

ETFs
15
+ 3.01%
$52.34 - $56.41 $785 - $846
513 $27.2M
FEMA
Procure ETF Tr Ii Disaster Rec

ETFs
2
+ 1.57%
N/A
129 $4.49M
UMBF
Umb Financial Corp

Financial Services
1
New
$77.75 - $86.14 $77.8 - $86.1
1 $83K
Nikola Corp Class Equity
8
New
N/A
8 $66K
BOND
Pimco Active Bond Exchange Tra

ETFs
2
+ 1.16%
$89.04 - $91.74 $178 - $183
174 $15.9M
FTGC
First Trust Global Tactical CO

ETFs
1
+ 0.81%
$23.62 - $24.89 $23.6 - $24.9
124 $2.97M
CG
Carlyle Group Inc.

Financial Services
1
New
$39.05 - $47.85 $39.1 - $47.9
1 $40K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
63
+ 2.85%
$10.08 - $10.55 $635 - $665
2.28K $22.9M
UBER
Uber Technologies, Inc

Technology
0
New
$63.52 - $77.16 $0 - $0
0 $20K
FE
Firstenergy Corp

Utilities
1
+ 1.82%
$36.83 - $40.43 $36.8 - $40.4
56 $2.14M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
3
+ 4.41%
$2.7 - $2.96 $8.1 - $8.88
71 $206K
BLW
Blackrock LTD Duration Income Trust

Financial Services
0
New
$13.3 - $14.05 $0 - $0
0 $7K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
0
New
$11.71 - $12.92 $0 - $0
0 $5K
OGS
One Gas, Inc.

Utilities
2
+ 0.89%
$58.54 - $65.88 $117 - $132
227 $14.5M
IYE
Ishares Tr

ETFs
1
+ 33.33%
$46.21 - $51.17 $46.2 - $51.2
4 $168K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3
+ 0.58%
$46.84 - $47.32 $141 - $142
520 $24.5M
Capital Group Dividend Grower ETF
1
+ 0.25%
N/A
403 $11.5M
WOOD
Ishares Global Timber & Forest
1
+ 10.0%
N/A
11 $831K
RWR
Spdr Dow Jones Reit ETF

ETFs
3
+ 1.0%
$86.34 - $93.97 $259 - $282
304 $28.3M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1
+ 0.33%
N/A
304 $13.8M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
1
+ 0.95%
$15.11 - $16.61 $15.1 - $16.6
106 $1.69M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2
+ 0.38%
$42.1 - $43.44 $84.2 - $86.9
527 $22.6M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
1
+ 0.47%
$3.36 - $4.55 $3.36 - $4.55
214 $722K
GUNR
Flexshares Tr Morningstar Glob

ETFs
3
+ 0.96%
$39.9 - $43.46 $120 - $130
314 $12.6M
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.6%
$39.94 - $42.43 $39.9 - $42.4
168 $6.85M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4
+ 1.35%
$60.46 - $64.81 $242 - $259
300 $18.5M
VEGI
Ishares Inc Msci Global Agricu

ETFs
1
+ 0.97%
$35.57 - $38.75 $35.6 - $38.8
104 $3.71M
BNDX
Vanguard Total International B

ETFs
1
+ 0.17%
$48.24 - $49.07 $48.2 - $49.1
606 $29.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 0.91%
$30.34 - $32.53 $60.7 - $65.1
222 $6.93M
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.9%
$105.85 - $111.68 $529 - $558
558 $60.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3
+ 0.21%
$38.37 - $39.99 $115 - $120
1.41K $55.9M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.89%
$47.83 - $51.21 $574 - $615
1.36K $67.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.93%
$65.44 - $71.94 $65.4 - $71.9
109 $7.13M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4
+ 0.57%
$92.93 - $94.21 $372 - $377
709 $65.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.37%
$65.13 - $69.24 $130 - $138
544 $37.3M
UPS
United Parcel Service Inc

Industrials
1
+ 2.22%
$134.2 - $152.27 $134 - $152
46 $6.23M
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 1.64%
$63.78 - $76.06 $63.8 - $76.1
62 $4.02M
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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