Clear Point Advisors Inc. Incresed Positions in Q3 2024

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FEMA
Procure ETF Tr Ii Disaster Rec

ETFs
33
+ 25.58%
N/A
162 $6.31M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.86%
$150.05 - $171.34 $150 - $171
117 $19.5M
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.28%
$70.51 - $81.07 $70.5 - $81.1
362 $29.1M
JLS
Nuveen Mortgage & Income Fund

Financial Services
51
+ 2.57%
$17.83 - $18.45 $909 - $941
2.04K $37.5M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.47%
$107.93 - $120.23 $108 - $120
212 $24.9M
CVS
Cvs Health Corp

Healthcare
4
+ 1.22%
$55.81 - $63.18 $223 - $253
332 $20.9M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.76%
$99.27 - $111.21 $99.3 - $111
133 $14.6M
PNW
Pinnacle West Capital Corp

Utilities
1
+ 0.94%
$75.52 - $91.31 $75.5 - $91.3
107 $9.49M
HYG
Ishares Tr

ETFs
5
+ 1.62%
$76.72 - $80.36 $384 - $402
314 $25.2M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
65
+ 2.86%
$9.82 - $10.46 $638 - $680
2.34K $24.2M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.91%
$135.05 - $148.35 $270 - $297
221 $31.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6
+ 1.09%
$51.02 - $52.74 $306 - $316
556 $29.3M
BNDX
Vanguard Total International B

ETFs
2
+ 0.33%
$48.42 - $50.35 $96.8 - $101
608 $30.6M
Capital Group Dividend Growe
3
+ 0.74%
N/A
406 $12.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.92%
$64.35 - $75.71 $64.4 - $75.7
110 $8.08M
EMLP
First Tr Exchange Traded Iv

ETFs
2
+ 0.8%
$30.38 - $34.0 $60.8 - $68
253 $8.49M
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.6%
$40.45 - $45.49 $40.5 - $45.5
169 $7.68M
BOND
Pimco Active Bond Exchange Tra

ETFs
3
+ 1.72%
$90.01 - $95.32 $270 - $286
177 $16.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 0.9%
$30.61 - $34.92 $61.2 - $69.8
224 $7.72M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
18
+ 0.95%
$22.11 - $22.46 $398 - $404
1.9K $42.7M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2
+ 0.38%
$47.01 - $48.2 $94 - $96.4
522 $25.1M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
47
+ 3.25%
$11.86 - $12.27 $557 - $577
1.49K $17.9M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1
+ 0.33%
N/A
305 $14.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13
+ 1.54%
$50.63 - $51.11 $658 - $664
859 $43.8M
QDF
Flexshares Quality Dividend In

ETFs
1
+ 0.94%
$65.37 - $71.71 $65.4 - $71.7
107 $7.67M
PFE
Pfizer Inc

Healthcare
3
+ 0.6%
$27.7 - $31.39 $83.1 - $94.2
507 $14.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5
+ 1.32%
$91.42 - $91.82 $457 - $459
384 $35.3M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3
+ 0.96%
$38.51 - $41.48 $116 - $124
317 $13.1M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.45%
$31.67 - $39.16 $31.7 - $39.2
224 $8.04M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3
+ 0.42%
$90.85 - $93.3 $273 - $280
712 $66.3M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
1
+ 0.94%
$15.78 - $19.59 $15.8 - $19.6
107 $2.05M
VNLA
Janus Henderson Short Duration

ETFs
3
+ 1.35%
$48.34 - $49.08 $145 - $147
226 $11.1M
First Tr Exchng Traded Fd Vi
3
+ 1.91%
N/A
160 $3.1M
FEMS
First Trust Emerging Markets S

ETFs
2
+ 0.94%
$37.85 - $42.19 $75.7 - $84.4
214 $8.8M
HPQ
Hp Inc

Technology
1
+ 0.73%
$32.02 - $38.11 $32 - $38.1
138 $4.96M
VUSB
Vanguard Bd Index Fds
1
+ 3.7%
N/A
28 $1.37M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
2
+ 2.82%
$2.83 - $3.11 $5.66 - $6.22
73 $226K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
1
+ 9.09%
$18.41 - $19.93 $18.4 - $19.9
12 $229K
FTGC
First Trust Global Tactical CO

ETFs
1
+ 0.81%
$22.3 - $24.39 $22.3 - $24.4
125 $2.96M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
3
+ 1.4%
$3.02 - $3.61 $9.06 - $10.8
217 $707K
F
Ford Motor CO

Consumer Cyclical
1
+ 5.56%
$9.71 - $14.55 $9.71 - $14.6
19 $196K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.74%
$16.1 - $21.44 $16.1 - $21.4
137 $2.8M
SH
Proshares Short S&P500 New (De

ETFs
9
+ 1.88%
$10.85 - $12.08 $97.6 - $109
489 $5.3M
HESM
Hess Midstream LP

Energy
27
+ 1.95%
$34.91 - $38.61 $943 - $1.04K
1.41K $49.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1
+ 0.67%
$49.83 - $62.75 $49.8 - $62.8
151 $8.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
60
+ 0.14%
$50.2 - $50.48 $3.01K - $3.03K
43.4K $2.18B
XLE
Energy Sector Spdr

ETFs
4
+ 0.86%
$84.35 - $93.39 $337 - $374
470 $41.3M
BXSL
Blackstone Secured Lending Fund

Financial Services
73
+ 2.51%
$28.75 - $31.59 $2.1K - $2.31K
2.99K $87.5M
SMCI
Super Micro Computer, Inc.

Technology
71
+ 88.75%
$386.46 - $909.96 $27.4K - $64.6K
151 $62.9M
Activity Summary
Buys All Purchases 176 New Holdings 20 Increased Positions 156 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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